WPA

Wealth Preservation Advisors Portfolio holdings

AUM $140M
This Quarter Return
-6.12%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
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 Services14.73%
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
$6.92K﹤0.01%
+850
 New
+$6.92K
$6.82K﹤0.01%
+40
 New
+$6.82K
$6.8K﹤0.01%
+10
 New
+$6.8K
$6.78K﹤0.01%
+32
 New
+$6.78K
$6.62K﹤0.01%
+108
 New
+$6.62K
$6.56K﹤0.01%
+463
 New
+$6.56K
$6.54K﹤0.01%
+210
 New
+$6.54K
$6.41K﹤0.01%
+805
 New
+$6.41K
$6.35K﹤0.01%
+127
 New
+$6.35K
$6.33K﹤0.01%
+41
 New
+$6.33K
$6.3K﹤0.01%
+42
 New
+$6.3K
$6.25K﹤0.01%
+199
 New
+$6.25K
$6.05K﹤0.01%
+36
 New
+$6.05K
$5.7K﹤0.01%
+49
 New
+$5.7K
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