WPA

Wealth Preservation Advisors Portfolio holdings

AUM $199M
1-Year Est. Return 28.12%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.12%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$162M
AUM Growth
+$22.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
646
New
Increased
Reduced
Closed

Top Buys

1
+$955K
2
+$525K
3
+$439K
4
CRWD icon
CrowdStrike
CRWD
+$398K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$219K

Top Sells

1
+$280K
2
+$142K
3
+$128K
4
BITU icon
ProShares Ultra Bitcoin ETF
BITU
+$120K
5
DFSV icon
Dimensional US Small Cap Value ETF
DFSV
+$106K

Sector Composition

1 Technology 33.18%
2 Communication Services 15.26%
3 Financials 13.66%
4 Consumer Discretionary 13.08%
5 Industrials 1.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$25.8K 0.02%
832
+13
227
$25.5K 0.02%
800
228
$25.4K 0.02%
2,344
-1,903
229
$25.3K 0.02%
139
-4
230
$23.7K 0.01%
150
231
$23.6K 0.01%
400
-625
232
$23.2K 0.01%
287
-357
233
$22.9K 0.01%
114
234
$22.3K 0.01%
80
235
$22.3K 0.01%
759
236
$21.5K 0.01%
732
237
$21.4K 0.01%
2,625
238
$21.3K 0.01%
2,576
239
$21.3K 0.01%
231
+1
240
$20.3K 0.01%
3,384
241
$20K 0.01%
610
242
$19.6K 0.01%
37
243
$19.3K 0.01%
764
244
$19K 0.01%
176
-333
245
$18.4K 0.01%
322
246
$18.3K 0.01%
77
+6
247
$18.2K 0.01%
184
-49
248
$18K 0.01%
1,913
+445
249
$17.4K 0.01%
65
250
$16.9K 0.01%
398
-268
8 9
10
11 12