WAP
Wealthcare Advisory Partners Portfolio holdings
AUM
$4.38B
1-Year Return
13.29%
This Quarter Return
+5.39%
1 Year Return
+13.29%
3 Year Return
+46.64%
5 Year Return
+72.24%
10 Year Return
–
AUM
$1.38B
AUM Growth
+$255M
(+23%)
Cap. Flow
+$205M
Cap. Flow
% of AUM
14.83%
Top 10 Holdings %
Top 10 Hldgs %
40.25%
Holding
2,132
New
1,691
Increased
268
Reduced
125
Closed
3
Top Buys
| 1 |
iShares National Muni Bond ETF
MUB
|
$8.85M |
| 2 |
iShares Exponential Technologies ETF
XT
|
$7.35M |
| 3 |
Vanguard FTSE All-World ex-US ETF
VEU
|
$6.78M |
| 4 |
SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
|
$6.37M |
| 5 |
SPDR Portfolio S&P 500 ETF
SPLG
|
$4.99M |
Top Sells
| 1 |
iShares Global Clean Energy ETF
ICLN
|
$5.62M |
| 2 |
iShares Core S&P Mid-Cap ETF
IJH
|
$4.7M |
| 3 |
iShares Russell 1000 Value ETF
IWD
|
$4.04M |
| 4 |
SPDR Portfolio S&P 600 Small Cap ETF
SPSM
|
$3.65M |
| 5 |
SPDR Gold MiniShares Trust
GLDM
|
$2.91M |
Sector Composition
| 1 | Technology | 5.04% |
| 2 | Financials | 3.03% |
| 3 | Healthcare | 2.99% |
| 4 | Industrials | 2.81% |
| 5 | Consumer Discretionary | 2.61% |
