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
251
$16.8K 0.01%
67
+9
252
$16.3K 0.01%
665
253
$16.3K 0.01%
241
+36
254
$16.1K 0.01%
2,000
255
$16K 0.01%
134
+3
256
$15.9K 0.01%
119
+20
257
$15.9K 0.01%
+70
258
$15.8K 0.01%
518
259
$15.7K 0.01%
1,400
260
$15.6K 0.01%
300
261
$15.4K 0.01%
211
262
$15.3K 0.01%
354
263
$15K 0.01%
135
264
$14.9K 0.01%
2,964
265
$14.8K 0.01%
110
266
$14.7K 0.01%
605
-60
267
$14.6K 0.01%
251
268
$14.4K 0.01%
300
269
$14.4K 0.01%
114
-94
270
$14.1K 0.01%
165
271
$14K 0.01%
700
272
$13.5K 0.01%
185
273
$13.4K 0.01%
300
+50
274
$13K 0.01%
636
-118
275
$12.7K 0.01%
+263
9 10
11
12 13