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 % of AUM
100%
Top 10 Holdings %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
| 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 | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $5.68K | ﹤0.01% | +26 | New | +$5.68K | |||
| $5.61K | ﹤0.01% | +104 | New | +$5.61K | |||
| $5.57K | ﹤0.01% | +51 | New | +$5.57K | |||
| $5.55K | ﹤0.01% | +39 | New | +$5.55K | |||
| $5.53K | ﹤0.01% | +50 | New | +$5.53K | |||
| $5.51K | ﹤0.01% | +444 | New | +$5.51K | |||
| $5.49K | ﹤0.01% | +87 | New | +$5.49K | |||
| $5.43K | ﹤0.01% | +686 | New | +$5.43K | |||
| $5.41K | ﹤0.01% | +122 | New | +$5.41K | |||
| $5.39K | ﹤0.01% | +65 | New | +$5.39K | |||
| $5.3K | ﹤0.01% | +66 | New | +$5.3K | |||
| $5.25K | ﹤0.01% | +47 | New | +$5.25K | |||
| $5.25K | ﹤0.01% | +221 | New | +$5.25K | |||
| $5.2K | ﹤0.01% | +52,000 | New | +$5.2K | |||
| $5.17K | ﹤0.01% | +30 | New | +$5.17K | |||
| $5.14K | ﹤0.01% | +117 | New | +$5.14K | |||
| $5.14K | ﹤0.01% | +117 | New | +$5.14K | |||
| $5.01K | ﹤0.01% | +18 | New | +$5.01K | |||
| $4.98K | ﹤0.01% | +160 | New | +$4.98K | |||
| $4.92K | ﹤0.01% | +56 | New | +$4.92K | |||
| $4.91K | ﹤0.01% | +18 | New | +$4.91K | |||
| $4.89K | ﹤0.01% | +117 | New | +$4.89K | |||
| $4.75K | ﹤0.01% | +243 | New | +$4.75K | |||
| $4.71K | ﹤0.01% | +7 | New | +$4.71K | |||
| $4.7K | ﹤0.01% | +55 | New | +$4.7K |
