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 | |
|---|---|---|---|---|---|---|---|
| $4.7K | ﹤0.01% | +359 | New | +$4.7K | |||
| $4.69K | ﹤0.01% | +120 | New | +$4.69K | |||
| $4.6K | ﹤0.01% | +173 | New | +$4.6K | |||
| $4.53K | ﹤0.01% | +150 | New | +$4.53K | |||
| $4.45K | ﹤0.01% | +40 | New | +$4.45K | |||
| $4.41K | ﹤0.01% | +176 | New | +$4.41K | |||
| $4.39K | ﹤0.01% | +24 | New | +$4.39K | |||
| $4.34K | ﹤0.01% | +75 | New | +$4.34K | |||
| $4.32K | ﹤0.01% | +49 | New | +$4.32K | |||
| $4.3K | ﹤0.01% | +465 | New | +$4.3K | |||
| $4.23K | ﹤0.01% | +55 | New | +$4.23K | |||
| $4.2K | ﹤0.01% | +56 | New | +$4.2K | |||
| $4.13K | ﹤0.01% | +61 | New | +$4.13K | |||
| $4.09K | ﹤0.01% | +225 | New | +$4.09K | |||
| $4.06K | ﹤0.01% | +62 | New | +$4.06K | |||
| $4.04K | ﹤0.01% | +50 | New | +$4.04K | |||
| $4.01K | ﹤0.01% | +75 | New | +$4.01K | |||
| $4.01K | ﹤0.01% | +158 | New | +$4.01K | |||
| $3.96K | ﹤0.01% | +51 | New | +$3.96K | |||
| $3.96K | ﹤0.01% | +46 | New | +$3.96K | |||
| $3.94K | ﹤0.01% | +141 | New | +$3.94K | |||
| $3.87K | ﹤0.01% | +44 | New | +$3.87K | |||
| $3.87K | ﹤0.01% | +27 | New | +$3.87K | |||
| $3.84K | ﹤0.01% | +24 | New | +$3.84K | |||
| $3.81K | ﹤0.01% | +1 | New | +$3.81K |
