WPA

Wealth Preservation Advisors Portfolio holdings

AUM $140M
AUM
$140M
AUM Growth
–
Cap. Flow
+$140M
Cap. Flow %
100%
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

1Technology29.3%
2Financials15.39%
3Communication Services14.74%
4Consumer Discretionary13.42%
5Industrials1.91%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %		 Capital Flow
$7.63K0.01%2,250 New
+$7.63K
$7.53K0.01%150 New
+$7.53K
$7.49K0.01%86 New
+$7.49K
$7.38K0.01%70 New
+$7.38K
$7.35K0.01%811 New
+$7.35K
$7.27K0.01%17 New
+$7.27K
$7.21K0.01%1,286 New
+$7.21K
$7.14K0.01%500 New
+$7.14K
$7.02K0.01%70 New
+$7.02K
$6.98K0.01%96 New
+$6.98K
$6.95K0.01%91 New
+$6.95K
$6.92K0%850 New
+$6.92K
$6.82K0%40 New
+$6.82K
$6.8K0%10 New
+$6.8K
$6.78K0%32 New
+$6.78K
$6.62K0%108 New
+$6.62K
$6.56K0%463 New
+$6.56K
$6.54K0%210 New
+$6.54K
$6.41K0%805 New
+$6.41K
$6.35K0%127 New
+$6.35K
$6.33K0%41 New
+$6.33K
$6.3K0%42 New
+$6.3K
$6.25K0%199 New
+$6.25K
$6.05K0%36 New
+$6.05K
$5.7K0%49 New
+$5.7K
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