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 | |
|---|---|---|---|---|---|---|---|
| $10.7K | 0.01% | 968 | New | +$10.7K | |||
| $10.6K | 0.01% | 40 | New | +$10.6K | |||
| $10.4K | 0.01% | 1,520 | New | +$10.4K | |||
| $10.2K | 0.01% | 250 | New | +$10.2K | |||
| $10.1K | 0.01% | 44 | New | +$10.1K | |||
| $10K | 0.01% | 307 | New | +$10K | |||
| $9.99K | 0.01% | 77 | New | +$9.99K | |||
| $9.88K | 0.01% | 75 | New | +$9.88K | |||
| $9.74K | 0.01% | 436 | New | +$9.74K | |||
| $9.6K | 0.01% | 160 | New | +$9.6K | |||
| $9.43K | 0.01% | 500 | New | +$9.43K | |||
| $8.99K | 0.01% | 65 | New | +$8.99K | |||
| $8.93K | 0.01% | 162 | New | +$8.93K | |||
| $8.43K | 0.01% | 97 | New | +$8.43K | |||
| $8.27K | 0.01% | 1,500 | New | +$8.27K | |||
| $8.17K | 0.01% | 965 | New | +$8.17K | |||
| $8.15K | 0.01% | 10 | New | +$8.15K | |||
| $8.13K | 0.01% | 122 | New | +$8.13K | |||
| $8.11K | 0.01% | 23 | New | +$8.11K | |||
| $8.08K | 0.01% | 223 | New | +$8.08K | |||
| $7.98K | 0.01% | 125 | New | +$7.98K | |||
| $7.85K | 0.01% | 116 | New | +$7.85K | |||
| $7.83K | 0.01% | 36 | New | +$7.83K | |||
| $7.7K | 0.01% | 70 | New | +$7.7K | |||
| $7.66K | 0.01% | 774 | New | +$7.66K |
