WPA

Wealth Preservation Advisors Portfolio holdings

AUM $140M
This Quarter Return
-6.12%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$140M
AUM Growth
–
Cap. Flow
+$140M
Cap. Flow %
100%
Top 10 Hldgs %
61.74%
Holding
562
New
562
Increased
–
Reduced
–
Closed
–

Top Buys

1
$16.5M
2
$15.8M
3
$10.1M
4
$9.09M
5
$8.99M

Top Sells

No sells this quarter

Sector Composition

1Technology29.3%
2Financials15.39%
3Communication Services14.73%
4Consumer Discretionary13.42%
5Industrials1.91%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %		 Capital Flow
$16.5M11.78%
+86,638
 New
+$16.5M
$15.8M11.32%
+101,406
 New
+$15.8M
$10.1M7.24%
+93,532
 New
+$10.1M
$9.09M6.5%
+24,216
 New
+$9.09M
$8.99M6.42%
+123,393
 New
+$8.99M
$8.29M5.93%
+279,621
 New
+$8.29M
$8.14M5.82%
+36,655
 New
+$8.14M
$4.37M3.12%
+25,283
 New
+$4.37M
$2.89M2.06%
+197,035
 New
+$2.89M
$2.16M1.55%
+5,835
 New
+$2.16M
$2.14M1.53%
+13,335
 New
+$2.14M
$1.9M1.36%
+2,036
 New
+$1.9M
$1.7M1.22%
+6,345
 New
+$1.7M
$1.49M1.06%
+2,661
 New
+$1.49M
$1.42M1.02%
+39,259
 New
+$1.42M
$1.38M0.99%
+8,932
 New
+$1.38M
$1.34M0.96%
+47,618
 New
+$1.34M
$1.33M0.95%
+8,002
 New
+$1.33M
$1.08M0.77%
+1,866
 New
+$1.08M
$983K0.7%
+50,626
 New
+$983K
$881K0.63%
+19,000
 New
+$881K
$829K0.59%
+10,083
 New
+$829K
$798K0.57%
+1
 New
+$798K
$744K0.53%
+8,294
 New
+$744K
$725K0.52%
+2,962
 New
+$725K
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