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
2001
$1K ﹤0.01%
+2
2002
$1K ﹤0.01%
+20
2003
$1K ﹤0.01%
+20
2004
$1K ﹤0.01%
+43
2005
$1K ﹤0.01%
+19
2006
$1K ﹤0.01%
+137
2007
$1K ﹤0.01%
+72
2008
$1K ﹤0.01%
+61
2009
$1K ﹤0.01%
+165
2010
$1K ﹤0.01%
+6
2011
$1K ﹤0.01%
+17
2012
$1K ﹤0.01%
+16
2013
$1K ﹤0.01%
+25
2014
$1K ﹤0.01%
+33
2015
$1K ﹤0.01%
+7
2016
$1K ﹤0.01%
+100
2017
$1K ﹤0.01%
+7
2018
$1K ﹤0.01%
+12
2019
$1K ﹤0.01%
+61
2020
$1K ﹤0.01%
+61
2021
$1K ﹤0.01%
+14
2022
$1K ﹤0.01%
+15
2023
$1K ﹤0.01%
+128
2024
$1K ﹤0.01%
+10
2025
$1K ﹤0.01%
+12
79 80
81
82 83