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 | |
|---|---|---|---|---|---|---|---|
| $3.78K | ﹤0.01% | +78 | New | +$3.78K | |||
| $3.75K | ﹤0.01% | +196 | New | +$3.75K | |||
| $3.73K | ﹤0.01% | +16 | New | +$3.73K | |||
| $3.71K | ﹤0.01% | +52 | New | +$3.71K | |||
| $3.66K | ﹤0.01% | +57 | New | +$3.66K | |||
| $3.65K | ﹤0.01% | +589 | New | +$3.65K | |||
| $3.61K | ﹤0.01% | +50 | New | +$3.61K | |||
| $3.6K | ﹤0.01% | +11 | New | +$3.6K | |||
| $3.6K | ﹤0.01% | +150 | New | +$3.6K | |||
| $3.59K | ﹤0.01% | +9 | New | +$3.59K | |||
| $3.53K | ﹤0.01% | +61 | New | +$3.53K | |||
| $3.51K | ﹤0.01% | +73 | New | +$3.51K | |||
| $3.51K | ﹤0.01% | +57 | New | +$3.51K | |||
| $3.5K | ﹤0.01% | +62 | New | +$3.5K | |||
| $3.49K | ﹤0.01% | +10 | New | +$3.49K | |||
| $3.48K | ﹤0.01% | +8 | New | +$3.48K | |||
| $3.48K | ﹤0.01% | +2,333 | New | +$3.48K | |||
| $3.46K | ﹤0.01% | +125 | New | +$3.46K | |||
| $3.46K | ﹤0.01% | +177 | New | +$3.46K | |||
| $3.43K | ﹤0.01% | +75 | New | +$3.43K | |||
| $3.4K | ﹤0.01% | +84 | New | +$3.4K | |||
| $3.33K | ﹤0.01% | +222 | New | +$3.33K | |||
| $3.29K | ﹤0.01% | +16 | New | +$3.29K | |||
| $3.29K | ﹤0.01% | +82 | New | +$3.29K | |||
| $3.27K | ﹤0.01% | +305 | New | +$3.27K |
