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
276
$15.5K 0.01%
+2,000
277
$15.1K 0.01%
+135
278
$14.9K 0.01%
+478
279
$14.8K 0.01%
+1,400
280
$14.7K 0.01%
+56
281
$14.5K 0.01%
+110
282
$14.5K 0.01%
+518
283
$14.4K 0.01%
+385
284
$14.3K 0.01%
+136
285
$13.9K 0.01%
+205
286
$13.8K 0.01%
+700
287
$13.8K 0.01%
+185
288
$13.4K 0.01%
+2,964
289
$13.4K 0.01%
+354
290
$13K 0.01%
+165
291
$12.6K 0.01%
+1,937
292
$12.5K 0.01%
+251
293
$12.1K 0.01%
+58
294
$11.8K 0.01%
+300
295
$11.8K 0.01%
+900
296
$11.6K 0.01%
+754
297
$11.3K 0.01%
+37
298
$11.2K 0.01%
+114
299
$11.1K 0.01%
+1,468
300
$10.9K 0.01%
+99
10 11
12
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