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
2026
$1K ﹤0.01%
+76
2027
$1K ﹤0.01%
+100
2028
$1K ﹤0.01%
+26
2029
$1K ﹤0.01%
+47
2030
$1K ﹤0.01%
+25
2031
$1K ﹤0.01%
+46
2032
$1K ﹤0.01%
+100
2033
$1K ﹤0.01%
+37
2034
$1K ﹤0.01%
+37
2035
$1K ﹤0.01%
+35
2036
$1K ﹤0.01%
+5
2037
$1K ﹤0.01%
+18
2038
$1K ﹤0.01%
+56
2039
$1K ﹤0.01%
+1
2040
$1K ﹤0.01%
+90
2041
$1K ﹤0.01%
+145
2042
$1K ﹤0.01%
+16
2043
$1K ﹤0.01%
+37
2044
$1K ﹤0.01%
+7
2045
$1K ﹤0.01%
+210
2046
$1K ﹤0.01%
+26
2047
$1K ﹤0.01%
+50
2048
$1K ﹤0.01%
+20
2049
$1K ﹤0.01%
+32
2050
$1K ﹤0.01%
+461
80 81
82
83 84