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
426
$3.27K ﹤0.01%
+305
427
$3.23K ﹤0.01%
+100
428
$3.17K ﹤0.01%
+13
429
$3.09K ﹤0.01%
+32
430
$3.08K ﹤0.01%
+6
431
$3.02K ﹤0.01%
+42
432
$3K ﹤0.01%
+451
433
$2.99K ﹤0.01%
+69
434
$2.96K ﹤0.01%
+9
435
$2.9K ﹤0.01%
+16
436
$2.8K ﹤0.01%
+43
437
$2.72K ﹤0.01%
+45
438
$2.68K ﹤0.01%
+6
439
$2.66K ﹤0.01%
+34
440
$2.62K ﹤0.01%
+24
441
$2.61K ﹤0.01%
+79
442
$2.56K ﹤0.01%
+5
443
$2.54K ﹤0.01%
+22
444
$2.53K ﹤0.01%
+196
445
$2.42K ﹤0.01%
+20
446
$2.38K ﹤0.01%
+20
447
$2.32K ﹤0.01%
+24
448
$2.31K ﹤0.01%
+28
449
$2.25K ﹤0.01%
+15
450
$2.23K ﹤0.01%
+71
16 17
18
19 20