WPA

Wealth Preservation Advisors Portfolio holdings

AUM $120M
1-Year Est. Return 29.18%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.18%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$120M
AUM Growth
-$78.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,290
New
Increased
Reduced
Closed

Top Buys

1 +$947K
2 +$278K
3 +$204K
4
PCMM
BondBloxx Private Credit CLO ETF
PCMM
+$159K
5
KKR icon
KKR & Co
KKR
+$153K

Top Sells

1 +$17M
2 +$8.37M
3 +$8.1M
4
AMZN icon
Amazon
AMZN
+$2.65M
5
AAPL icon
Apple
AAPL
+$1.53M

Sector Composition

1 Technology 30.03%
2 Communication Services 16.49%
3 Consumer Discretionary 14.41%
4 Financials 8.71%
5 Industrials 2.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
PCOR icon
426
Procore
PCOR
$7.51B
$8.95K 0.01%
+157
KTOS icon
427
Kratos Defense & Security Solutions
KTOS
$11.3B
$8.81K 0.01%
125
NET icon
428
Cloudflare
NET
$90.5B
$8.46K 0.01%
+41
ARE icon
429
Alexandria Real Estate Equities
ARE
$9.13B
$8.4K 0.01%
+181
VLY icon
430
Valley National Bancorp
VLY
$7.64B
$8.36K 0.01%
+681
CRWD icon
431
CrowdStrike
CRWD
$175B
$8.2K 0.01%
21
DASH icon
432
DoorDash
DASH
$68.8B
$8.11K 0.01%
54
+30
CRC icon
433
California Resources
CRC
$5.36B
$8.1K 0.01%
117
NTRA icon
434
Natera
NTRA
$31.2B
$8K 0.01%
+40
SYY icon
435
Sysco
SYY
$35.8B
$7.99K 0.01%
112
+65
PATH icon
436
UiPath
PATH
$5.95B
$7.98K 0.01%
719
RCL icon
437
Royal Caribbean
RCL
$77.5B
$7.98K 0.01%
29
-216
GTLB icon
438
GitLab
GTLB
$5.02B
$7.86K 0.01%
+363
RPM icon
439
RPM International
RPM
$13.4B
$7.85K 0.01%
79
+46
LFUS icon
440
Littelfuse
LFUS
$11.7B
$7.8K 0.01%
+23
ADBE icon
441
Adobe
ADBE
$103B
$7.78K 0.01%
+32
TRMB icon
442
Trimble
TRMB
$12.8B
$7.63K 0.01%
117
+95
ATO icon
443
Atmos Energy
ATO
$28.4B
$7.57K 0.01%
+41
AFG icon
444
American Financial Group
AFG
$10.8B
$7.54K 0.01%
+59
CUBE icon
445
CubeSmart
CUBE
$9.09B
$7.51K 0.01%
+205
GNRC icon
446
Generac Holdings
GNRC
$15.8B
$7.42K 0.01%
+38
IEMG icon
447
iShares Core MSCI Emerging Markets ETF
IEMG
$157B
$7.25K 0.01%
104
ROKU icon
448
Roku
ROKU
$18.5B
$7.19K 0.01%
+76
P
449
Everpure Inc
P
$24.8B
$7.08K 0.01%
+120
AN icon
450
AutoNation
AN
$6.27B
$7.03K 0.01%
36
+29