WAP

Wealthcare Advisory Partners Portfolio holdings

AUM $4.8B
1-Year Est. Return 14.12%
This Quarter Est. Return
1 Year Est. Return
+14.12%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$337M
AUM Growth
+$131M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
968
New
Increased
Reduced
Closed

Top Buys

1
+$5.8M
2
+$3.21M
3
+$2.97M
4
T icon
AT&T
T
+$2.61M
5
SPHD icon
Invesco S&P 500 High Dividend Low Volatility ETF
SPHD
+$2.31M

Top Sells

1
+$168K
2
+$7K
3
+$5K

Sector Composition

1 Consumer Staples 3.01%
2 Healthcare 2.95%
3 Industrials 2.51%
4 Financials 2.44%
5 Technology 1.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$142K 0.04%
+1,656
177
$142K 0.04%
+2,789
178
$141K 0.04%
+1,543
179
$140K 0.04%
+5,658
180
$137K 0.04%
+2,820
181
$136K 0.04%
+3,924
182
$134K 0.04%
+3,457
183
$134K 0.04%
2,052
184
$133K 0.04%
+1,639
185
$131K 0.04%
+3,936
186
$131K 0.04%
+1,555
187
$130K 0.04%
+2,348
188
$129K 0.04%
+7,699
189
$128K 0.04%
+2,999
190
$127K 0.04%
+4,800
191
$126K 0.04%
1,534
+1,312
192
$124K 0.04%
+10,344
193
$124K 0.04%
+1,467
194
$118K 0.04%
+3,487
195
$118K 0.04%
2,439
+2,436
196
$118K 0.04%
+1,621
197
$116K 0.03%
+2,478
198
$114K 0.03%
+1,045
199
$110K 0.03%
+5,903
200
$108K 0.03%
+4,163
6 7
8
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