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
$337M
AUM Growth
+$131M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
968
New
Increased
Reduced
Closed

Top Buys

1
+$5.8M
2
+$3.21M
3
+$2.97M
4
T icon
AT&T
T
+$2.61M
5
SPHD icon
Invesco S&P 500 High Dividend Low Volatility ETF
SPHD
+$2.31M

Top Sells

1
+$168K
2
+$7K
3
+$5K

Sector Composition

1 Consumer Staples 3.01%
2 Healthcare 2.95%
3 Industrials 2.51%
4 Financials 2.44%
5 Technology 1.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$107K 0.03%
+8,566
202
$106K 0.03%
+748
203
$106K 0.03%
+1,379
204
$105K 0.03%
+11,854
205
$105K 0.03%
1,291
+991
206
$105K 0.03%
+2,801
207
$104K 0.03%
+2,704
208
$104K 0.03%
+1,978
209
$102K 0.03%
+618
210
$101K 0.03%
+1,441
211
$100K 0.03%
+2,137
212
$100K 0.03%
+4,395
213
$99K 0.03%
+989
214
$99K 0.03%
+1,222
215
$99K 0.03%
+1,895
216
$99K 0.03%
+1,702
217
$99K 0.03%
+1,283
218
$97K 0.03%
+5,798
219
$96K 0.03%
+1,653
220
$95K 0.03%
+1,354
221
$93K 0.03%
+611
222
$92K 0.03%
+3,239
223
$92K 0.03%
+1,709
224
$91K 0.03%
+1,120
225
$91K 0.03%
+1,790
7 8
9
10 11