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
376
$4.7K ﹤0.01%
+55
377
$4.7K ﹤0.01%
+359
378
$4.69K ﹤0.01%
+120
379
$4.6K ﹤0.01%
+173
380
$4.53K ﹤0.01%
+150
381
$4.45K ﹤0.01%
+40
382
$4.41K ﹤0.01%
+176
383
$4.39K ﹤0.01%
+24
384
$4.34K ﹤0.01%
+75
385
$4.32K ﹤0.01%
+49
386
$4.3K ﹤0.01%
+465
387
$4.23K ﹤0.01%
+55
388
$4.2K ﹤0.01%
+56
389
$4.13K ﹤0.01%
+61
390
$4.09K ﹤0.01%
+225
391
$4.06K ﹤0.01%
+62
392
$4.04K ﹤0.01%
+50
393
$4.01K ﹤0.01%
+75
394
$4.01K ﹤0.01%
+158
395
$3.96K ﹤0.01%
+51
396
$3.96K ﹤0.01%
+46
397
$3.94K ﹤0.01%
+141
398
$3.87K ﹤0.01%
+44
399
$3.87K ﹤0.01%
+27
400
$3.84K ﹤0.01%
+24
14 15
16
17 18