WAP
Wealthcare Advisory Partners Portfolio holdings
AUM
$4.38B
This Quarter Return
+2%
1 Year Return
+13.29%
3 Year Return
+46.64%
5 Year Return
+72.24%
10 Year Return
–
AUM
$142M
AUM Growth
–
Cap. Flow
+$142M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
85.06%
Holding
149
New
149
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$38.6M |
| 2 |
iShares Core US Aggregate Bond ETF
AGG
|
$14.1M |
| 3 |
Vanguard Total Stock Market ETF
VTI
|
$12.7M |
| 4 |
SPDR Nuveen ICE Municipal Bond ETF
TFI
|
$12.4M |
| 5 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
$11.4M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Communication Services | 0.11% |
| 2 | Healthcare | 0.1% |
| 3 | Financials | 0.09% |
| 4 | Energy | 0.05% |
| 5 | Technology | 0.05% |
