WPA

Wealth Preservation Advisors Portfolio holdings

AUM $140M
AUM
$140M
AUM Growth
–
Cap. Flow
+$140M
Cap. Flow %
100%
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

1Technology29.3%
2Financials15.39%
3Communication Services14.74%
4Consumer Discretionary13.42%
5Industrials1.91%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %		 Capital Flow
$4.7K0%359 New
+$4.7K
$4.69K0%120 New
+$4.69K
$4.6K0%173 New
+$4.6K
$4.53K0%150 New
+$4.53K
$4.45K0%40 New
+$4.45K
$4.41K0%176 New
+$4.41K
$4.39K0%24 New
+$4.39K
$4.34K0%75 New
+$4.34K
$4.32K0%49 New
+$4.32K
$4.3K0%465 New
+$4.3K
$4.23K0%55 New
+$4.23K
$4.2K0%56 New
+$4.2K
$4.13K0%61 New
+$4.13K
$4.09K0%225 New
+$4.09K
$4.06K0%62 New
+$4.06K
$4.04K0%50 New
+$4.04K
$4.01K0%75 New
+$4.01K
$4.01K0%158 New
+$4.01K
$3.96K0%51 New
+$3.96K
$3.96K0%46 New
+$3.96K
$3.94K0%141 New
+$3.94K
$3.87K0%44 New
+$3.87K
$3.87K0%27 New
+$3.87K
$3.84K0%24 New
+$3.84K
$3.81K0%1 New
+$3.81K
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