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
301
$8.34K 0.01%
17
302
$8.32K 0.01%
231
+21
303
$8.29K 0.01%
91
304
$8.17K 0.01%
965
305
$7.97K ﹤0.01%
86
306
$7.97K ﹤0.01%
217
-6
307
$7.72K ﹤0.01%
+258
308
$7.67K ﹤0.01%
107
-9
309
$7.58K ﹤0.01%
774
310
$7.45K ﹤0.01%
32
311
$7.45K ﹤0.01%
1,286
312
$7.44K ﹤0.01%
850
313
$7.31K ﹤0.01%
70
314
$7.27K ﹤0.01%
70
315
$7.07K ﹤0.01%
134
-28
316
$7.05K ﹤0.01%
500
317
$6.99K ﹤0.01%
125
318
$6.9K ﹤0.01%
83
+28
319
$6.84K ﹤0.01%
243
320
$6.47K ﹤0.01%
123
+48
321
$6.46K ﹤0.01%
805
322
$6.43K ﹤0.01%
50
323
$6.37K ﹤0.01%
37
-7
324
$6.3K ﹤0.01%
127
325
$6.24K ﹤0.01%
104
11 12
13
14 15