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
351
$4.99K ﹤0.01%
2,333
352
$4.91K ﹤0.01%
+135
353
$4.88K ﹤0.01%
13
+2
354
$4.82K ﹤0.01%
465
355
$4.78K ﹤0.01%
62
356
$4.77K ﹤0.01%
52
+8
357
$4.73K ﹤0.01%
359
358
$4.72K ﹤0.01%
46
359
$4.71K ﹤0.01%
27
360
$4.64K ﹤0.01%
+100
361
$4.57K ﹤0.01%
196
362
$4.45K ﹤0.01%
116
-1
363
$4.4K ﹤0.01%
6
-1
364
$4.34K ﹤0.01%
100
365
$4.34K ﹤0.01%
51
366
$4.32K ﹤0.01%
158
367
$4.22K ﹤0.01%
75
368
$4.21K ﹤0.01%
57
369
$4.19K ﹤0.01%
165
-8
370
$4.17K ﹤0.01%
16
371
$4.17K ﹤0.01%
55
-1
372
$4.01K ﹤0.01%
+82
373
$4K ﹤0.01%
58
+48
374
$3.96K ﹤0.01%
55
-10
375
$3.94K ﹤0.01%
52
13 14
15
16 17