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
326
$6.07K ﹤0.01%
36
327
$6.04K ﹤0.01%
463
328
$6.02K ﹤0.01%
26
329
$5.96K ﹤0.01%
41
330
$5.93K ﹤0.01%
150
331
$5.92K ﹤0.01%
24
332
$5.85K ﹤0.01%
221
333
$5.83K ﹤0.01%
+95
334
$5.75K ﹤0.01%
57
-13
335
$5.69K ﹤0.01%
+47
336
$5.66K ﹤0.01%
49
337
$5.57K ﹤0.01%
7
-3
338
$5.55K ﹤0.01%
42
339
$5.54K ﹤0.01%
19
+1
340
$5.53K ﹤0.01%
122
341
$5.43K ﹤0.01%
87
342
$5.38K ﹤0.01%
78
+17
343
$5.34K ﹤0.01%
117
344
$5.31K ﹤0.01%
66
345
$5.21K ﹤0.01%
108
346
$5.14K ﹤0.01%
176
347
$5.11K ﹤0.01%
160
348
$5.1K ﹤0.01%
17
-1
349
$5.03K ﹤0.01%
39
350
$5.02K ﹤0.01%
50
12 13
14
15 16