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
251
$20.8K 0.01%
+599
252
$19.9K 0.01%
+759
253
$19.2K 0.01%
+1,233
254
$19.1K 0.01%
+3,150
255
$19.1K 0.01%
+458
256
$18.9K 0.01%
+71
257
$18.9K 0.01%
+610
258
$18.8K 0.01%
+3,384
259
$18.7K 0.01%
+3,638
260
$18.4K 0.01%
+665
261
$18.3K 0.01%
+900
262
$17.9K 0.01%
+764
263
$17.8K 0.01%
+1,336
264
$17.7K 0.01%
+500
265
$17.6K 0.01%
+768
266
$17.3K 0.01%
+300
267
$17.2K 0.01%
+2,576
268
$17.2K 0.01%
+65
269
$17K 0.01%
+95
270
$16.9K 0.01%
+665
271
$16.8K 0.01%
+131
272
$16.4K 0.01%
+322
273
$16.3K 0.01%
+211
274
$16.2K 0.01%
+2,904
275
$15.7K 0.01%
+1,054