WPA

Wealth Preservation Advisors Portfolio holdings

AUM $140M
This Quarter Return
-6.12%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$140M
AUM Growth
–
Cap. Flow
+$140M
Cap. Flow %
100%
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

1Technology29.3%
2Financials15.39%
3Communication Services14.73%
4Consumer Discretionary13.42%
5Industrials1.91%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %		 Capital Flow
$19.9K0.01%
+759
 New
+$19.9K
$19.2K0.01%
+1,233
 New
+$19.2K
$19.1K0.01%
+3,150
 New
+$19.1K
$19.1K0.01%
+458
 New
+$19.1K
$18.9K0.01%
+71
 New
+$18.9K
$18.9K0.01%
+610
 New
+$18.9K
$18.8K0.01%
+3,384
 New
+$18.8K
$18.7K0.01%
+3,638
 New
+$18.7K
$18.4K0.01%
+665
 New
+$18.4K
$18.3K0.01%
+900
 New
+$18.3K
$17.9K0.01%
+764
 New
+$17.9K
$17.8K0.01%
+1,336
 New
+$17.8K
$17.7K0.01%
+500
 New
+$17.7K
$17.6K0.01%
+768
 New
+$17.6K
$17.3K0.01%
+300
 New
+$17.3K
$17.2K0.01%
+2,576
 New
+$17.2K
$17.2K0.01%
+65
 New
+$17.2K
$17K0.01%
+95
 New
+$17K
$16.9K0.01%
+665
 New
+$16.9K
$16.8K0.01%
+131
 New
+$16.8K
$16.4K0.01%
+322
 New
+$16.4K
$16.3K0.01%
+211
 New
+$16.3K
$16.2K0.01%
+2,904
 New
+$16.2K
$15.7K0.01%
+1,054
 New
+$15.7K
$15.5K0.01%
+2,000
 New
+$15.5K
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