WPA

Wealth Preservation Advisors Portfolio holdings

AUM $140M
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 Services14.74%
4Consumer Discretionary13.42%
5Industrials1.91%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %		 Capital Flow
$3.23K0%100 New
+$3.23K
$3.17K0%13 New
+$3.17K
$3.09K0%32 New
+$3.09K
$3.08K0%6 New
+$3.08K
$3.03K0%42 New
+$3.03K
$3K0%451 New
+$3K
$2.99K0%69 New
+$2.99K
$2.96K0%9 New
+$2.96K
$2.9K0%16 New
+$2.9K
$2.8K0%43 New
+$2.8K
$2.72K0%45 New
+$2.72K
$2.68K0%6 New
+$2.68K
$2.66K0%34 New
+$2.66K
$2.62K0%24 New
+$2.62K
$2.61K0%79 New
+$2.61K
$2.56K0%5 New
+$2.56K
$2.54K0%22 New
+$2.54K
$2.53K0%196 New
+$2.53K
$2.42K0%20 New
+$2.42K
$2.38K0%20 New
+$2.38K
$2.32K0%24 New
+$2.32K
$2.31K0%28 New
+$2.31K
$2.25K0%15 New
+$2.25K
$2.23K0%71 New
+$2.23K
$2.2K0%30 New
+$2.2K
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