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
376
$3.92K ﹤0.01%
451
377
$3.9K ﹤0.01%
52,000
378
$3.89K ﹤0.01%
78
-1
379
$3.89K ﹤0.01%
10
+2
380
$3.88K ﹤0.01%
73
381
$3.83K ﹤0.01%
364
-80
382
$3.77K ﹤0.01%
18
+2
383
$3.74K ﹤0.01%
225
384
$3.74K ﹤0.01%
141
385
$3.73K ﹤0.01%
55
386
$3.72K ﹤0.01%
222
387
$3.71K ﹤0.01%
1
388
$3.71K ﹤0.01%
+29
389
$3.7K ﹤0.01%
50
390
$3.67K ﹤0.01%
177
+52
391
$3.62K ﹤0.01%
34
-22
392
$3.58K ﹤0.01%
+236
393
$3.57K ﹤0.01%
16
394
$3.52K ﹤0.01%
32
395
$3.43K ﹤0.01%
57
396
$3.38K ﹤0.01%
84
397
$3.32K ﹤0.01%
10
398
$3.31K ﹤0.01%
69
399
$3.31K ﹤0.01%
82
400
$3.3K ﹤0.01%
24
14 15
16
17 18