WPA

Wealth Preservation Advisors Portfolio holdings

AUM $172M
This Quarter Est. Return
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$140M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
562
New
Increased
Reduced
Closed

Top Buys

1 +$16.5M
2 +$15.8M
3 +$10.1M
4
MSFT icon
Microsoft
MSFT
+$9.09M
5
UBER icon
Uber
UBER
+$8.99M

Top Sells

No sells this quarter

Sector Composition

1 Technology 29.3%
2 Financials 15.39%
3 Communication Services 14.73%
4 Consumer Discretionary 13.42%
5 Industrials 1.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$27.4K 0.02%
+33
227
$27.4K 0.02%
+45
228
$26.6K 0.02%
+315
229
$26.5K 0.02%
+173
230
$26.4K 0.02%
+2,625
231
$26.1K 0.02%
+95
232
$25.7K 0.02%
+380
233
$25.6K 0.02%
+309
234
$25.5K 0.02%
+1,983
235
$25.3K 0.02%
+200
236
$25.1K 0.02%
+609
237
$24.9K 0.02%
+80
238
$24.8K 0.02%
+139
239
$24.3K 0.02%
+233
240
$24.1K 0.02%
+800
241
$23.9K 0.02%
+208
242
$23.6K 0.02%
+114
243
$22.8K 0.02%
+1,492
244
$22.7K 0.02%
+143
245
$22.6K 0.02%
+150
246
$22.2K 0.02%
+2,224
247
$21.8K 0.02%
+1,856
248
$21.2K 0.02%
+230
249
$21.1K 0.02%
+353
250
$20.9K 0.01%
+732