WAP

Wealthcare Advisory Partners Portfolio holdings

AUM $5.14B
1-Year Est. Return 17.14%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.14%
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
+$8.89M
2
+$7.38M
3
+$6.8M
4
SPTM icon
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$6.19M
5
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$4.86M

Top Sells

1
+$6.47M
2
+$4.51M
3
+$3.85M
4
SPSM icon
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
+$3.52M
5
GLDM icon
SPDR Gold MiniShares Trust
GLDM
+$3.05M

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%
+10
1977
$1K ﹤0.01%
+20
1978
$1K ﹤0.01%
+23
1979
$1K ﹤0.01%
+83
1980
$1K ﹤0.01%
+2
1981
$1K ﹤0.01%
+20
1982
$1K ﹤0.01%
+20
1983
$1K ﹤0.01%
+43
1984
$1K ﹤0.01%
+19
1985
$1K ﹤0.01%
+137
1986
$1K ﹤0.01%
+72
1987
$1K ﹤0.01%
+61
1988
$1K ﹤0.01%
+165
1989
$1K ﹤0.01%
+6
1990
$1K ﹤0.01%
+17
1991
$1K ﹤0.01%
+16
1992
$1K ﹤0.01%
+25
1993
$1K ﹤0.01%
+33
1994
$1K ﹤0.01%
+65
1995
$1K ﹤0.01%
+18
1996
$1K ﹤0.01%
+7
1997
$1K ﹤0.01%
+100
1998
$1K ﹤0.01%
+7
1999
$1K ﹤0.01%
+12
2000
$1K ﹤0.01%
+16
78 79
80
81 82