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
$15.1K0.01%
+135
 New
+$15.1K
$14.9K0.01%
+200
 New
+$14.9K
$14.8K0.01%
+1,400
 New
+$14.8K
$14.7K0.01%
+56
 New
+$14.7K
$14.5K0.01%
+110
 New
+$14.5K
$14.5K0.01%
+518
 New
+$14.5K
$14.4K0.01%
+385
 New
+$14.4K
$14.3K0.01%
+136
 New
+$14.3K
$13.9K0.01%
+205
 New
+$13.9K
$13.8K0.01%
+700
 New
+$13.8K
$13.8K0.01%
+185
 New
+$13.8K
$13.4K0.01%
+2,964
 New
+$13.4K
$13.4K0.01%
+354
 New
+$13.4K
$13K0.01%
+165
 New
+$13K
$12.6K0.01%
+1,937
 New
+$12.6K
$12.5K0.01%
+251
 New
+$12.5K
$12.1K0.01%
+58
 New
+$12.1K
$11.8K0.01%
+300
 New
+$11.8K
$11.8K0.01%
+900
 New
+$11.8K
$11.6K0.01%
+754
 New
+$11.6K
$11.3K0.01%
+37
 New
+$11.3K
$11.2K0.01%
+114
 New
+$11.2K
$11.1K0.01%
+1,468
 New
+$11.1K
$10.9K0.01%
+99
 New
+$10.9K
$10.8K0.01%
+154
 New
+$10.8K
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