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 | |
|---|---|---|---|---|---|---|---|
| $15.1K | 0.01% | 135 | New | +$15.1K | |||
| $14.9K | 0.01% | 200 | New | +$14.9K | |||
| $14.8K | 0.01% | 1,400 | New | +$14.8K | |||
| $14.7K | 0.01% | 56 | New | +$14.7K | |||
| $14.5K | 0.01% | 110 | New | +$14.5K | |||
| $14.5K | 0.01% | 518 | New | +$14.5K | |||
| $14.4K | 0.01% | 385 | New | +$14.4K | |||
| $14.3K | 0.01% | 136 | New | +$14.3K | |||
| $13.9K | 0.01% | 205 | New | +$13.9K | |||
| $13.8K | 0.01% | 700 | New | +$13.8K | |||
| $13.8K | 0.01% | 185 | New | +$13.8K | |||
| $13.4K | 0.01% | 2,964 | New | +$13.4K | |||
| $13.4K | 0.01% | 354 | New | +$13.4K | |||
| $13K | 0.01% | 165 | New | +$13K | |||
| $12.6K | 0.01% | 1,937 | New | +$12.6K | |||
| $12.5K | 0.01% | 251 | New | +$12.5K | |||
| $12.1K | 0.01% | 58 | New | +$12.1K | |||
| $11.8K | 0.01% | 300 | New | +$11.8K | |||
| $11.8K | 0.01% | 900 | New | +$11.8K | |||
| $11.6K | 0.01% | 754 | New | +$11.6K | |||
| $11.3K | 0.01% | 37 | New | +$11.3K | |||
| $11.2K | 0.01% | 114 | New | +$11.2K | |||
| $11.1K | 0.01% | 1,468 | New | +$11.1K | |||
| $10.9K | 0.01% | 99 | New | +$10.9K | |||
| $10.8K | 0.01% | 154 | New | +$10.8K |
