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
$27.4K0.02%
+33
 New
+$27.4K
$27.4K0.02%
+45
 New
+$27.4K
$26.6K0.02%
+315
 New
+$26.6K
$26.5K0.02%
+173
 New
+$26.5K
$26.4K0.02%
+52,500
 New
+$26.4K
$26.1K0.02%
+95
 New
+$26.1K
$25.7K0.02%
+380
 New
+$25.7K
$25.6K0.02%
+309
 New
+$25.6K
$25.5K0.02%
+1,983
 New
+$25.5K
$25.3K0.02%
+200
 New
+$25.3K
$25.1K0.02%
+609
 New
+$25.1K
$24.9K0.02%
+80
 New
+$24.9K
$24.8K0.02%
+139
 New
+$24.8K
$24.3K0.02%
+233
 New
+$24.3K
$24.1K0.02%
+800
 New
+$24.1K
$23.9K0.02%
+208
 New
+$23.9K
$23.6K0.02%
+114
 New
+$23.6K
$22.8K0.02%
+1,492
 New
+$22.8K
$22.7K0.02%
+143
 New
+$22.7K
$22.6K0.02%
+150
 New
+$22.6K
$22.2K0.02%
+2,224
 New
+$22.2K
$21.8K0.02%
+1,856
 New
+$21.8K
$21.2K0.02%
+230
 New
+$21.2K
$21.1K0.02%
+353
 New
+$21.1K
$20.9K0.01%
+732
 New
+$20.9K
1 8910111222