23. Wealthcare Advisory Partners

Rank: 23
Location: West Chester, PA
Total Assets: $3,374,911,744
ETF Assets: $1,461,116,544
Website: www.wealthcaregdx.com

Firm Data Provided By: RIA DatabaseETF Data as of 12/31/22

All ETF Holdings

Number of ETFs: 370
Total Value of All ETF Holdings: $1,461,116,544
Number of Issuers: 43
Number of Sectors: 50
  • Top 5 ETF Holdings
    1. SPTM: $105,000,938
    2. VTI: $79,389,604
    3. IEF: $48,115,947
    4. SCHP: $46,603,940
    5. MUB: $39,359,729
  • Top 5 ETF Sectors
    1. Large Cap Growth Equities
    2. Government Bonds
    3. Inflation-Protected Bonds
    4. National Munis
    5. Mid Cap Growth Equities
  • Top 5 ETF Issuers
    1. State Street SPDR
    2. Vanguard
    3. iShares
    4. Schwab
    5. Invesco

Top 20 ETF Holdings

ETF Ownership - By Year

ETF Ownership - By Quarter



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For details on how firms qualified for this list, please see our METHODOLOGY.

https://www.wealthcaregdx.com 2023 Top 100 ETF Power Users