WPA

Wealth Preservation Advisors Portfolio holdings

AUM $172M
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$140M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
562
New
Increased
Reduced
Closed

Top Buys

1
+$16.5M
2
+$15.8M
3
+$10.1M
4
MSFT icon
Microsoft
MSFT
+$9.09M
5
UBER icon
Uber
UBER
+$8.99M

Top Sells

No sells this quarter

Sector Composition

1 Technology 29.3%
2 Financials 15.39%
3 Communication Services 14.73%
4 Consumer Discretionary 13.42%
5 Industrials 1.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$7.66K 0.01%
+774
327
$7.63K 0.01%
+2,250
328
$7.53K 0.01%
+150
329
$7.49K 0.01%
+86
330
$7.38K 0.01%
+70
331
$7.35K 0.01%
+811
332
$7.27K 0.01%
+17
333
$7.21K 0.01%
+1,286
334
$7.14K 0.01%
+500
335
$7.02K 0.01%
+70
336
$6.98K 0.01%
+96
337
$6.95K 0.01%
+91
338
$6.92K ﹤0.01%
+850
339
$6.82K ﹤0.01%
+40
340
$6.8K ﹤0.01%
+10
341
$6.78K ﹤0.01%
+32
342
$6.62K ﹤0.01%
+108
343
$6.56K ﹤0.01%
+463
344
$6.54K ﹤0.01%
+210
345
$6.41K ﹤0.01%
+805
346
$6.35K ﹤0.01%
+127
347
$6.33K ﹤0.01%
+41
348
$6.3K ﹤0.01%
+42
349
$6.25K ﹤0.01%
+199
350
$6.05K ﹤0.01%
+36
12 13
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