WPA

Wealth Preservation Advisors Portfolio holdings

AUM $162M
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
GILD icon
276
Gilead Sciences
GILD
$151B
$15.1K 0.01%
+135
DD icon
277
DuPont de Nemours
DD
$33.4B
$14.9K 0.01%
+200
AAL icon
278
American Airlines Group
AAL
$7.98B
$14.8K 0.01%
+1,400
OIH icon
279
VanEck Oil Services ETF
OIH
$969M
$14.7K 0.01%
+56
VLO icon
280
Valero Energy
VLO
$50.3B
$14.5K 0.01%
+110
STK
281
Columbia Seligman Premium Technology Growth Fund
STK
$631M
$14.5K 0.01%
+518
DVN icon
282
Devon Energy
DVN
$20.6B
$14.4K 0.01%
+385
COP icon
283
ConocoPhillips
COP
$109B
$14.3K 0.01%
+136
MDLZ icon
284
Mondelez International
MDLZ
$80.2B
$13.9K 0.01%
+205
STWD icon
285
Starwood Property Trust
STWD
$6.86B
$13.8K 0.01%
+700
SPLV icon
286
Invesco S&P 500 Low Volatility ETF
SPLV
$7.85B
$13.8K 0.01%
+185
GRAB icon
287
Grab
GRAB
$22.9B
$13.4K 0.01%
+2,964
FCX icon
288
Freeport-McMoran
FCX
$58.6B
$13.4K 0.01%
+354
IYG icon
289
iShares US Financial Services ETF
IYG
$1.9B
$13K 0.01%
+165
VIR icon
290
Vir Biotechnology
VIR
$850M
$12.6K 0.01%
+1,937
NTR icon
291
Nutrien
NTR
$27.6B
$12.5K 0.01%
+251
LHX icon
292
L3Harris
LHX
$54.1B
$12.1K 0.01%
+58
SIL icon
293
Global X Silver Miners ETF NEW
SIL
$3.35B
$11.8K 0.01%
+300
JGH icon
294
Nuveen Global High Income Fund
JGH
$301M
$11.8K 0.01%
+900
HPE icon
295
Hewlett Packard
HPE
$30.5B
$11.6K 0.01%
+754
GEV icon
296
GE Vernova
GEV
$157B
$11.3K 0.01%
+37
SBUX icon
297
Starbucks
SBUX
$97.2B
$11.2K 0.01%
+114
SAND icon
298
Sandstorm Gold
SAND
$11.1K 0.01%
+1,468
EMR icon
299
Emerson Electric
EMR
$73.2B
$10.9K 0.01%
+99
LYB icon
300
LyondellBasell Industries
LYB
$14.5B
$10.8K 0.01%
+154