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 | |
|---|---|---|---|---|---|---|---|
| $19.9K | 0.01% | 759 | New | +$19.9K | |||
| $19.2K | 0.01% | 1,233 | New | +$19.2K | |||
| $19.1K | 0.01% | 3,150 | New | +$19.1K | |||
| $19.1K | 0.01% | 458 | New | +$19.1K | |||
| $18.9K | 0.01% | 71 | New | +$18.9K | |||
| $18.9K | 0.01% | 610 | New | +$18.9K | |||
| $18.8K | 0.01% | 3,384 | New | +$18.8K | |||
| $18.7K | 0.01% | 3,638 | New | +$18.7K | |||
| $18.4K | 0.01% | 665 | New | +$18.4K | |||
| $18.3K | 0.01% | 900 | New | +$18.3K | |||
| $17.9K | 0.01% | 764 | New | +$17.9K | |||
| $17.8K | 0.01% | 1,336 | New | +$17.8K | |||
| $17.7K | 0.01% | 500 | New | +$17.7K | |||
| $17.6K | 0.01% | 768 | New | +$17.6K | |||
| $17.3K | 0.01% | 300 | New | +$17.3K | |||
| $17.2K | 0.01% | 2,576 | New | +$17.2K | |||
| $17.2K | 0.01% | 65 | New | +$17.2K | |||
| $17K | 0.01% | 95 | New | +$17K | |||
| $16.9K | 0.01% | 665 | New | +$16.9K | |||
| $16.8K | 0.01% | 131 | New | +$16.8K | |||
| $16.4K | 0.01% | 322 | New | +$16.4K | |||
| $16.3K | 0.01% | 211 | New | +$16.3K | |||
| $16.2K | 0.01% | 2,904 | New | +$16.2K | |||
| $15.7K | 0.01% | 1,054 | New | +$15.7K | |||
| $15.5K | 0.01% | 2,000 | New | +$15.5K |
