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 %
100%
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

1Technology29.3%
2Financials15.39%
3Communication Services14.73%
4Consumer Discretionary13.42%
5Industrials1.91%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %		 Capital Flow
$3.23K﹤0.01%
+100
 New
+$3.23K
$3.17K﹤0.01%
+13
 New
+$3.17K
$3.09K﹤0.01%
+32
 New
+$3.09K
$3.08K﹤0.01%
+6
 New
+$3.08K
$3.03K﹤0.01%
+42
 New
+$3.03K
$3K﹤0.01%
+451
 New
+$3K
$2.99K﹤0.01%
+69
 New
+$2.99K
$2.96K﹤0.01%
+9
 New
+$2.96K
$2.9K﹤0.01%
+16
 New
+$2.9K
$2.8K﹤0.01%
+43
 New
+$2.8K
$2.72K﹤0.01%
+45
 New
+$2.72K
$2.68K﹤0.01%
+6
 New
+$2.68K
$2.66K﹤0.01%
+34
 New
+$2.66K
$2.62K﹤0.01%
+24
 New
+$2.62K
$2.61K﹤0.01%
+79
 New
+$2.61K
$2.56K﹤0.01%
+5
 New
+$2.56K
$2.54K﹤0.01%
+22
 New
+$2.54K
$2.53K﹤0.01%
+196
 New
+$2.53K
$2.42K﹤0.01%
+20
 New
+$2.42K
$2.38K﹤0.01%
+20
 New
+$2.38K
$2.32K﹤0.01%
+24
 New
+$2.32K
$2.31K﹤0.01%
+28
 New
+$2.31K
$2.25K﹤0.01%
+15
 New
+$2.25K
$2.23K﹤0.01%
+71
 New
+$2.23K
$2.2K﹤0.01%
+30
 New
+$2.2K
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