WPA
Wealth Preservation Advisors Portfolio holdings
AUM $140M
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 | 14.74% |
| 4 | Consumer Discretionary | 13.42% |
| 5 | Industrials | 1.91% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $5.68K | 0% | 26 | New | +$5.68K | |||
| $5.61K | 0% | 104 | New | +$5.61K | |||
| $5.57K | 0% | 51 | New | +$5.57K | |||
| $5.55K | 0% | 39 | New | +$5.55K | |||
| $5.53K | 0% | 50 | New | +$5.53K | |||
| $5.51K | 0% | 444 | New | +$5.51K | |||
| $5.49K | 0% | 87 | New | +$5.49K | |||
| $5.43K | 0% | 686 | New | +$5.43K | |||
| $5.41K | 0% | 122 | New | +$5.41K | |||
| $5.39K | 0% | 65 | New | +$5.39K | |||
| $5.3K | 0% | 66 | New | +$5.3K | |||
| $5.25K | 0% | 47 | New | +$5.25K | |||
| $5.25K | 0% | 221 | New | +$5.25K | |||
| $5.2K | 0% | 52,000 | New | +$5.2K | |||
| $5.17K | 0% | 30 | New | +$5.17K | |||
| $5.14K | 0% | 117 | New | +$5.14K | |||
| $5.14K | 0% | 117 | New | +$5.14K | |||
| $5.01K | 0% | 18 | New | +$5.01K | |||
| $4.98K | 0% | 160 | New | +$4.98K | |||
| $4.92K | 0% | 56 | New | +$4.92K | |||
| $4.91K | 0% | 18 | New | +$4.91K | |||
| $4.89K | 0% | 117 | New | +$4.89K | |||
| $4.75K | 0% | 243 | New | +$4.75K | |||
| $4.71K | 0% | 7 | New | +$4.71K | |||
| $4.7K | 0% | 55 | New | +$4.7K |
