WPA

Wealth Preservation Advisors Portfolio holdings

AUM $162M
This Quarter Est. Return
1 Year Est. Return
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 +$1.2M
2 +$627K
3 +$468K
4
HUBS icon
HubSpot
HUBS
+$417K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$236K

Sector Composition

1 Technology 33.18%
2 Communication Services 15.26%
3 Financials 13.65%
4 Consumer Discretionary 13.08%
5 Industrials 1.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
HPQ icon
251
HP
HPQ
$25.9B
$16.3K 0.01%
665
MDLZ icon
252
Mondelez International
MDLZ
$80.2B
$16.3K 0.01%
241
+36
BRW
253
Saba Capital Income & Opportunities Fund
BRW
$314M
$16.1K 0.01%
2,000
EOG icon
254
EOG Resources
EOG
$58B
$16K 0.01%
134
+3
EMR icon
255
Emerson Electric
EMR
$73.2B
$15.9K 0.01%
119
+20
TSM icon
256
TSMC
TSM
$1.5T
$15.9K 0.01%
+70
STK
257
Columbia Seligman Premium Technology Growth Fund
STK
$631M
$15.8K 0.01%
518
AAL icon
258
American Airlines Group
AAL
$7.98B
$15.7K 0.01%
1,400
UTL icon
259
Unitil
UTL
$894M
$15.6K 0.01%
300
USO icon
260
United States Oil Fund
USO
$877M
$15.4K 0.01%
211
FCX icon
261
Freeport-McMoran
FCX
$58.6B
$15.3K 0.01%
354
GILD icon
262
Gilead Sciences
GILD
$151B
$15K 0.01%
135
GRAB icon
263
Grab
GRAB
$22.9B
$14.9K 0.01%
2,964
VLO icon
264
Valero Energy
VLO
$50.3B
$14.8K 0.01%
110
PFE icon
265
Pfizer
PFE
$141B
$14.7K 0.01%
605
-60
NTR icon
266
Nutrien
NTR
$27.6B
$14.6K 0.01%
251
SIL icon
267
Global X Silver Miners ETF NEW
SIL
$3.35B
$14.4K 0.01%
300
SUSA icon
268
iShares ESG Optimized MSCI USA ETF
SUSA
$3.69B
$14.4K 0.01%
114
-94
IYG icon
269
iShares US Financial Services ETF
IYG
$1.9B
$14.1K 0.01%
165
STWD icon
270
Starwood Property Trust
STWD
$6.86B
$14K 0.01%
700
SPLV icon
271
Invesco S&P 500 Low Volatility ETF
SPLV
$7.85B
$13.5K 0.01%
185
CFG icon
272
Citizens Financial Group
CFG
$21.8B
$13.4K 0.01%
300
+50
HPE icon
273
Hewlett Packard
HPE
$30.5B
$13K 0.01%
636
-118
SNY icon
274
Sanofi
SNY
$122B
$12.7K 0.01%
+263
SBUX icon
275
Starbucks
SBUX
$97.2B
$12.6K 0.01%
138
+24