WPA
Wealth Preservation Advisors Portfolio holdings
AUM
$162M
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
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
61.74%
Holding
562
New
562
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Amazon
AMZN
|
$16.5M |
| 2 |
Alphabet (Google) Class C
GOOG
|
$15.8M |
| 3 |
NVIDIA
NVDA
|
$10.1M |
| 4 |
Microsoft
MSFT
|
$9.09M |
| 5 |
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 |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
276
Gilead Sciences
GILD
$139B
| $15.1K | 0.01% |
+135
| New | +$15.1K |
|
277
DuPont de Nemours
DD
$31.6B
| $14.9K | 0.01% |
+200
| New | +$14.9K |
|
278
American Airlines Group
AAL
$8.7B
| $14.8K | 0.01% |
+1,400
| New | +$14.8K |
|
279
VanEck Oil Services ETF
OIH
$877M
| $14.7K | 0.01% |
+56
| New | +$14.7K |
|
280
Valero Energy
VLO
$47.7B
| $14.5K | 0.01% |
+110
| New | +$14.5K |
|
|
STK
281
Columbia Seligman Premium Technology Growth Fund
STK
$516M
| $14.5K | 0.01% |
+518
| New | +$14.5K |
|
282
Devon Energy
DVN
$23.2B
| $14.4K | 0.01% |
+385
| New | +$14.4K |
|
283
ConocoPhillips
COP
$124B
| $14.3K | 0.01% |
+136
| New | +$14.3K |
|
284
Mondelez International
MDLZ
$79.8B
| $13.9K | 0.01% |
+205
| New | +$13.9K |
|
285
Starwood Property Trust
STWD
$7.36B
| $13.8K | 0.01% |
+700
| New | +$13.8K |
|
286
Invesco S&P 500 Low Volatility ETF
SPLV
$7.95B
| $13.8K | 0.01% |
+185
| New | +$13.8K |
|
287
Grab
GRAB
$19.9B
| $13.4K | 0.01% |
+2,964
| New | +$13.4K |
|
288
Freeport-McMoran
FCX
$64.3B
| $13.4K | 0.01% |
+354
| New | +$13.4K |
|
289
iShares US Financial Services ETF
IYG
$1.91B
| $13K | 0.01% |
+165
| New | +$13K |
|
290
Vir Biotechnology
VIR
$695M
| $12.6K | 0.01% |
+1,937
| New | +$12.6K |
|
291
Nutrien
NTR
$27.9B
| $12.5K | 0.01% |
+251
| New | +$12.5K |
|
292
L3Harris
LHX
$51.6B
| $12.1K | 0.01% |
+58
| New | +$12.1K |
|
293
Global X Silver Miners ETF NEW
SIL
$2.83B
| $11.8K | 0.01% |
+300
| New | +$11.8K |
|
294
Nuveen Global High Income Fund
JGH
$311M
| $11.8K | 0.01% |
+900
| New | +$11.8K |
|
295
Hewlett Packard
HPE
$29.5B
| $11.6K | 0.01% |
+754
| New | +$11.6K |
|
296
GE Vernova
GEV
$157B
| $11.3K | 0.01% |
+37
| New | +$11.3K |
|
297
Starbucks
SBUX
$100B
| $11.2K | 0.01% |
+114
| New | +$11.2K |
|
298
Sandstorm Gold
SAND
$3.33B
| $11.1K | 0.01% |
+1,468
| New | +$11.1K |
|
299
Emerson Electric
EMR
$73.7B
| $10.9K | 0.01% |
+99
| New | +$10.9K |
|
300
LyondellBasell Industries
LYB
$17.8B
| $10.8K | 0.01% |
+154
| New | +$10.8K |
|