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
2001
$1K ﹤0.01%
+10
2002
$1K ﹤0.01%
+15
2003
$1K ﹤0.01%
+39
2004
$1K ﹤0.01%
+3
2005
$1K ﹤0.01%
+61
2006
$1K ﹤0.01%
+61
2007
$1K ﹤0.01%
+14
2008
$1K ﹤0.01%
+15
2009
$1K ﹤0.01%
+128
2010
$1K ﹤0.01%
+10
2011
$1K ﹤0.01%
+12
2012
$1K ﹤0.01%
+76
2013
$1K ﹤0.01%
+100
2014
$1K ﹤0.01%
+26
2015
$1K ﹤0.01%
+47
2016
$1K ﹤0.01%
+20
2017
$1K ﹤0.01%
+9
2018
$1K ﹤0.01%
+25
2019
$1K ﹤0.01%
+46
2020
$1K ﹤0.01%
+100
2021
$1K ﹤0.01%
+37
2022
$1K ﹤0.01%
+37
2023
$1K ﹤0.01%
+35
2024
$1K ﹤0.01%
+5
2025
$1K ﹤0.01%
+18
79 80
81
82 83