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
401
$3.22K ﹤0.01%
597
+8
402
$3.21K ﹤0.01%
9
403
$3.21K ﹤0.01%
+59
404
$3.13K ﹤0.01%
61
405
$3.11K ﹤0.01%
17
+3
406
$3.03K ﹤0.01%
75
407
$3.02K ﹤0.01%
+710
408
$3.02K ﹤0.01%
+621
409
$3.01K ﹤0.01%
4
+2
410
$2.98K ﹤0.01%
+63
411
$2.98K ﹤0.01%
9
412
$2.96K ﹤0.01%
22
413
$2.96K ﹤0.01%
13
414
$2.94K ﹤0.01%
45
415
$2.87K ﹤0.01%
16
+6
416
$2.79K ﹤0.01%
17
+2
417
$2.78K ﹤0.01%
196
418
$2.78K ﹤0.01%
6
419
$2.76K ﹤0.01%
12
-44
420
$2.69K ﹤0.01%
+37
421
$2.63K ﹤0.01%
42
422
$2.63K ﹤0.01%
25
423
$2.63K ﹤0.01%
20
424
$2.61K ﹤0.01%
+68
425
$2.57K ﹤0.01%
22
-18
15 16
17
18 19