Holdings of Wealthcare Advisory Partners LLC
· Original filing · Compare with another fund · Report an error
- Net assets
- -
- Positions
- 847 in 7 countries
- Top ten
- 28.5 % of the equity sleeve
- Filed on
- Mar 31, 2026
Portfolio shape
Positions
Sector breakdown
- Funds 8.9 %
- Technology 5.8 %
- Financials 2.5 %
- Industrials 2.0 %
- Consumer discretionary 1.8 %
- Health care 1.7 %
- Communication 1.3 %
- Consumer staples 0.8 %
- Energy 0.6 %
- Utilities 0.6 %
- Materials 0.1 %
- Real estate 0.1 %
- Unattributed 73.8 %
Titelia assigns each company to a sector, one by one. The unassigned share stays visible, under "Unattributed".
Currency breakdown
- USD 100.0 %
Each line is counted in its quoted currency, as the fund declares it.
Country breakdown
- United States 99.9 %
- Taiwan 0.0 %
- United Kingdom 0.0 %
- Netherlands 0.0 %
- Denmark 0.0 %
- Germany 0.0 %
- Bermuda 0.0 %
Shares are computed on the fund's equities only.
| Rank | Country | Lines | Value | Share |
|---|---|---|---|---|
| 1 | United States | 840 | 4.6B $ | 99.89 % |
| 2 | Taiwan | 1 | 2.2M $ | 0.05 % |
| 3 | United Kingdom | 2 | 1.7M $ | 0.04 % |
| 4 | Netherlands | 1 | 602.3K $ | 0.01 % |
| 5 | Denmark | 1 | 334.7K $ | 0.01 % |
| 6 | Germany | 1 | 216.3K $ | 0.00 % |
| 7 | Bermuda | 1 | 101.1K $ | 0.00 % |
Cite this page
Titelia. "Holdings of Wealthcare Advisory Partners LLC". https://titelia.com/en/funds/US13F1683059