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
$1.38B
AUM Growth
+$255M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,132
New
Increased
Reduced
Closed

Top Buys

1
+$8.85M
2
+$7.35M
3
+$6.78M
4
SPTM icon
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$6.37M
5
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$4.99M

Top Sells

1
+$5.62M
2
+$4.7M
3
+$4.04M
4
SPSM icon
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
+$3.65M
5
GLDM icon
SPDR Gold MiniShares Trust
GLDM
+$2.91M

Sector Composition

1 Technology 5.03%
2 Financials 3.03%
3 Healthcare 3%
4 Industrials 2.81%
5 Consumer Discretionary 2.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1.03M 0.07%
20,328
+437
177
$1.02M 0.07%
5,133
+5
178
$1.02M 0.07%
24,427
+1,520
179
$1.01M 0.07%
+54,972
180
$1.01M 0.07%
26,828
-498
181
$1M 0.07%
19,626
-364
182
$990K 0.07%
59,456
+2,663
183
$989K 0.07%
25,645
-1,700
184
$985K 0.07%
8,526
+22
185
$975K 0.07%
33,823
+6,585
186
$974K 0.07%
3,625
+332
187
$968K 0.07%
2,586
+271
188
$963K 0.07%
18,275
+501
189
$955K 0.07%
49,770
+24,170
190
$950K 0.07%
19,173
-2,991
191
$940K 0.07%
35,414
+11,009
192
$929K 0.07%
6,559
+501
193
$928K 0.07%
2,633
+172
194
$911K 0.07%
17,263
+9,165
195
$905K 0.07%
20,232
+4
196
$900K 0.07%
31,492
-1,335
197
$890K 0.06%
83,590
198
$882K 0.06%
6,735
+4,070
199
$879K 0.06%
18,950
+7,570
200
$878K 0.06%
48,375
+2,050
6 7
8
9 10