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
401
$3.81K ﹤0.01%
+1
402
$3.78K ﹤0.01%
+78
403
$3.75K ﹤0.01%
+196
404
$3.73K ﹤0.01%
+16
405
$3.71K ﹤0.01%
+52
406
$3.66K ﹤0.01%
+57
407
$3.65K ﹤0.01%
+589
408
$3.61K ﹤0.01%
+50
409
$3.6K ﹤0.01%
+11
410
$3.6K ﹤0.01%
+150
411
$3.59K ﹤0.01%
+9
412
$3.53K ﹤0.01%
+61
413
$3.51K ﹤0.01%
+73
414
$3.5K ﹤0.01%
+57
415
$3.5K ﹤0.01%
+62
416
$3.49K ﹤0.01%
+10
417
$3.48K ﹤0.01%
+8
418
$3.48K ﹤0.01%
+2,333
419
$3.46K ﹤0.01%
+125
420
$3.46K ﹤0.01%
+177
421
$3.43K ﹤0.01%
+75
422
$3.4K ﹤0.01%
+84
423
$3.33K ﹤0.01%
+222
424
$3.29K ﹤0.01%
+16
425
$3.29K ﹤0.01%
+82
15 16
17
18 19