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
351
$5.7K ﹤0.01%
+49
352
$5.68K ﹤0.01%
+26
353
$5.61K ﹤0.01%
+104
354
$5.57K ﹤0.01%
+51
355
$5.55K ﹤0.01%
+39
356
$5.53K ﹤0.01%
+50
357
$5.51K ﹤0.01%
+444
358
$5.49K ﹤0.01%
+87
359
$5.43K ﹤0.01%
+686
360
$5.41K ﹤0.01%
+122
361
$5.39K ﹤0.01%
+65
362
$5.3K ﹤0.01%
+66
363
$5.25K ﹤0.01%
+47
364
$5.25K ﹤0.01%
+221
365
$5.2K ﹤0.01%
+52,000
366
$5.17K ﹤0.01%
+30
367
$5.14K ﹤0.01%
+117
368
$5.14K ﹤0.01%
+117
369
$5.01K ﹤0.01%
+18
370
$4.98K ﹤0.01%
+160
371
$4.92K ﹤0.01%
+56
372
$4.91K ﹤0.01%
+18
373
$4.89K ﹤0.01%
+117
374
$4.75K ﹤0.01%
+243
375
$4.71K ﹤0.01%
+7
13 14
15
16 17