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 | |
|---|---|---|---|---|---|---|---|
| $27.4K | 0.02% | 33 | New | +$27.4K | |||
| $27.4K | 0.02% | 45 | New | +$27.4K | |||
| $26.6K | 0.02% | 315 | New | +$26.6K | |||
| $26.5K | 0.02% | 173 | New | +$26.5K | |||
| $26.4K | 0.02% | 52,500 | New | +$26.4K | |||
| $26.1K | 0.02% | 95 | New | +$26.1K | |||
| $25.7K | 0.02% | 380 | New | +$25.7K | |||
| $25.6K | 0.02% | 309 | New | +$25.6K | |||
| $25.5K | 0.02% | 1,983 | New | +$25.5K | |||
| $25.3K | 0.02% | 200 | New | +$25.3K | |||
| $25.1K | 0.02% | 609 | New | +$25.1K | |||
| $24.9K | 0.02% | 80 | New | +$24.9K | |||
| $24.8K | 0.02% | 139 | New | +$24.8K | |||
| $24.3K | 0.02% | 233 | New | +$24.3K | |||
| $24.1K | 0.02% | 800 | New | +$24.1K | |||
| $23.9K | 0.02% | 208 | New | +$23.9K | |||
| $23.6K | 0.02% | 114 | New | +$23.6K | |||
| $22.8K | 0.02% | 1,492 | New | +$22.8K | |||
| $22.7K | 0.02% | 143 | New | +$22.7K | |||
| $22.6K | 0.02% | 150 | New | +$22.6K | |||
| $22.2K | 0.02% | 2,224 | New | +$22.2K | |||
| $21.8K | 0.02% | 1,856 | New | +$21.8K | |||
| $21.2K | 0.02% | 230 | New | +$21.2K | |||
| $21.1K | 0.02% | 353 | New | +$21.1K | |||
| $20.9K | 0.01% | 732 | New | +$20.9K |
