WPA

Wealth Preservation Advisors Portfolio holdings

AUM $120M
1-Year Est. Return 29.18%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.18%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$120M
AUM Growth
-$78.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,290
New
Increased
Reduced
Closed

Top Buys

1 +$947K
2 +$278K
3 +$204K
4
PCMM
BondBloxx Private Credit CLO ETF
PCMM
+$159K
5
KKR icon
KKR & Co
KKR
+$153K

Top Sells

1 +$17M
2 +$8.37M
3 +$8.1M
4
AMZN icon
Amazon
AMZN
+$2.65M
5
AAPL icon
Apple
AAPL
+$1.53M

Sector Composition

1 Technology 30.03%
2 Communication Services 16.49%
3 Consumer Discretionary 14.41%
4 Financials 8.71%
5 Industrials 2.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
UNM icon
376
Unum
UNM
$13.3B
$12.8K 0.01%
175
-112
HST icon
377
Host Hotels & Resorts
HST
$16.7B
$12.6K 0.01%
+658
COP icon
378
ConocoPhillips
COP
$145B
$12.5K 0.01%
95
-68
GRMN icon
379
Garmin
GRMN
$45.9B
$12.5K 0.01%
+54
MEDP icon
380
Medpace
MEDP
$12.9B
$12.5K 0.01%
+26
FRT icon
381
Federal Realty Investment Trust
FRT
$10.3B
$12.4K 0.01%
+117
ONTO icon
382
Onto Innovation
ONTO
$13.7B
$12.3K 0.01%
+60
NVT icon
383
nVent Electric
NVT
$28.1B
$12.3K 0.01%
+104
NTRS icon
384
Northern Trust
NTRS
$31.2B
$12.3K 0.01%
+88
RHI icon
385
Robert Half
RHI
$3.23B
$12.2K 0.01%
+481
DXJ icon
386
WisdomTree Japan Hedged Equity Fund
DXJ
$6.9B
$12.2K 0.01%
77
-1,533
OMF icon
387
OneMain Financial
OMF
$6.17B
$12.1K 0.01%
+226
STWD icon
388
Starwood Property Trust
STWD
$6.34B
$12.1K 0.01%
700
VRSN icon
389
VeriSign
VRSN
$27B
$11.9K 0.01%
+48
SHC icon
390
Sotera Health
SHC
$4.44B
$11.7K 0.01%
+814
BALL icon
391
Ball Corp
BALL
$14.1B
$11.6K 0.01%
+196
TPR icon
392
Tapestry
TPR
$28.4B
$11.6K 0.01%
+82
KVUE icon
393
Kenvue
KVUE
$32.4B
$11.6K 0.01%
+670
RPRX icon
394
Royalty Pharma
RPRX
$24.4B
$11.4K 0.01%
237
-13
KD icon
395
Kyndryl
KD
$2.67B
$11.3K 0.01%
862
+663
MTG icon
396
MGIC Investment
MTG
$5.26B
$11.3K 0.01%
+430
IONS icon
397
Ionis Pharmaceuticals
IONS
$12.4B
$11.3K 0.01%
150
SAIC icon
398
Saic
SAIC
$4.85B
$11.2K 0.01%
+118
GLOB icon
399
Globant
GLOB
$1.71B
$11.1K 0.01%
+241
PLD icon
400
Prologis
PLD
$134B
$11.1K 0.01%
+84