WPA
Wealth Preservation Advisors Portfolio holdings
AUM
$162M
This Quarter Return
+16.49%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$162M
AUM Growth
+$22.2M
(+16%)
Cap. Flow
+$2.81M
Cap. Flow
% of AUM
1.73%
Top 10 Holdings %
Top 10 Hldgs %
63.16%
Holding
646
New
85
Increased
95
Reduced
91
Closed
59
Top Buys
| 1 |
NVIDIA
NVDA
|
$1.2M |
| 2 |
Meta Platforms (Facebook)
META
|
$627K |
| 3 |
CrowdStrike
CRWD
|
$468K |
| 4 |
HubSpot
HUBS
|
$417K |
| 5 |
Vanguard S&P 500 ETF
VOO
|
$236K |
Top Sells
| 1 |
Amazon
AMZN
|
$310K |
| 2 |
Strategy Inc Common Stock Class A
MSTR
|
$158K |
| 3 |
SPDR Portfolio S&P 500 High Dividend ETF
SPYD
|
$128K |
| 4 |
ProShares Ultra Bitcoin ETF
BITU
|
$120K |
| 5 |
Dimensional US Small Cap Value ETF
DFSV
|
$113K |
Sector Composition
| 1 | Technology | 33.18% |
| 2 | Communication Services | 15.26% |
| 3 | Financials | 13.65% |
| 4 | Consumer Discretionary | 13.08% |
| 5 | Industrials | 1.83% |
