WPA
Wealth Preservation Advisors Portfolio holdings
AUM $140M
AUM
$140M
AUM Growth
–
Cap. Flow
+$140M
Cap. Flow % of AUM
100%
Top 10 Holdings %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
| 1 | Technology | 29.3% |
| 2 | Financials | 15.39% |
| 3 | Communication Services | 14.74% |
| 4 | Consumer Discretionary | 13.42% |
| 5 | Industrials | 1.91% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $16.5M | 11.78% | 86,638 | New | +$16.5M | |||
| $15.8M | 11.32% | 101,406 | New | +$15.8M | |||
| $10.1M | 7.24% | 93,532 | New | +$10.1M | |||
| $9.09M | 6.5% | 24,216 | New | +$9.09M | |||
| $8.99M | 6.42% | 123,393 | New | +$8.99M | |||
| $8.29M | 5.93% | 279,621 | New | +$8.29M | |||
| $8.14M | 5.82% | 36,655 | New | +$8.14M | |||
| $4.37M | 3.12% | 25,283 | New | +$4.37M | |||
| $2.89M | 2.06% | 197,035 | New | +$2.89M | |||
| $2.16M | 1.55% | 5,835 | New | +$2.16M | |||
| $2.14M | 1.53% | 13,335 | New | +$2.14M | |||
| $1.9M | 1.36% | 2,036 | New | +$1.9M | |||
| $1.7M | 1.22% | 6,345 | New | +$1.7M | |||
| $1.49M | 1.06% | 2,661 | New | +$1.49M | |||
| $1.42M | 1.02% | 39,259 | New | +$1.42M | |||
| $1.38M | 0.99% | 8,932 | New | +$1.38M | |||
| $1.34M | 0.96% | 47,618 | New | +$1.34M | |||
| $1.33M | 0.95% | 8,002 | New | +$1.33M | |||
| $1.08M | 0.77% | 1,866 | New | +$1.08M | |||
| $983K | 0.7% | 50,626 | New | +$983K | |||
| $881K | 0.63% | 19,000 | New | +$881K | |||
| $829K | 0.59% | 10,083 | New | +$829K | |||
| $798K | 0.57% | 1 | New | +$798K | |||
| $744K | 0.53% | 8,294 | New | +$744K | |||
| $725K | 0.52% | 2,962 | New | +$725K |
