WPA

Wealth Preservation Advisors Portfolio holdings

AUM $199M
1-Year Est. Return 28.12%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.12%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$162M
AUM Growth
+$22.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
646
New
Increased
Reduced
Closed

Top Buys

1
+$955K
2
+$525K
3
+$439K
4
CRWD icon
CrowdStrike
CRWD
+$398K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$219K

Top Sells

1
+$280K
2
+$142K
3
+$128K
4
BITU icon
ProShares Ultra Bitcoin ETF
BITU
+$120K
5
DFSV icon
Dimensional US Small Cap Value ETF
DFSV
+$106K

Sector Composition

1 Technology 33.18%
2 Communication Services 15.26%
3 Financials 13.66%
4 Consumer Discretionary 13.08%
5 Industrials 1.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$12.6K 0.01%
138
+24
277
$12.2K 0.01%
136
278
$11.6K 0.01%
900
279
$11.3K 0.01%
92
-5
280
$10.8K 0.01%
+156
281
$10.5K 0.01%
30
282
$10.3K 0.01%
2,250
283
$10K 0.01%
307
284
$9.93K 0.01%
40
285
$9.77K 0.01%
500
286
$9.76K 0.01%
1,937
287
$9.38K 0.01%
160
288
$9.17K 0.01%
77
289
$9.14K 0.01%
+74
290
$8.96K 0.01%
10
291
$8.91K 0.01%
154
292
$8.76K 0.01%
90
-6
293
$8.73K 0.01%
1,500
294
$8.68K 0.01%
131
+9
295
$8.62K 0.01%
39
+3
296
$8.61K 0.01%
65
297
$8.44K 0.01%
120
+42
298
$8.42K 0.01%
150
299
$8.38K 0.01%
40
300
$8.35K 0.01%
199
10 11
12
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