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
1976
$1K ﹤0.01%
+14
1977
$1K ﹤0.01%
+17
1978
$1K ﹤0.01%
+34
1979
$1K ﹤0.01%
+59
1980
$1K ﹤0.01%
+54
1981
$1K ﹤0.01%
+6
1982
$1K ﹤0.01%
+100
1983
$1K ﹤0.01%
+100
1984
$1K ﹤0.01%
+13
1985
$1K ﹤0.01%
+7
1986
$1K ﹤0.01%
+27
1987
$1K ﹤0.01%
+13
1988
$1K ﹤0.01%
+62
1989
$1K ﹤0.01%
+60
1990
$1K ﹤0.01%
+16
1991
$1K ﹤0.01%
+7
1992
$1K ﹤0.01%
+15
1993
$1K ﹤0.01%
+31
1994
$1K ﹤0.01%
+25
1995
$1K ﹤0.01%
+93
1996
$1K ﹤0.01%
+15
1997
$1K ﹤0.01%
+12
1998
$1K ﹤0.01%
+8
1999
$1K ﹤0.01%
+10
2000
$1K ﹤0.01%
+20
78 79
80
81 82