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
426
$2.56K ﹤0.01%
28
-6
427
$2.5K ﹤0.01%
5
428
$2.48K ﹤0.01%
+106
429
$2.43K ﹤0.01%
24
430
$2.43K ﹤0.01%
20
431
$2.41K ﹤0.01%
43
432
$2.4K ﹤0.01%
+29
433
$2.39K ﹤0.01%
28
434
$2.34K ﹤0.01%
63
+12
435
$2.34K ﹤0.01%
+93
436
$2.32K ﹤0.01%
+23
437
$2.28K ﹤0.01%
77
438
$2.22K ﹤0.01%
2,197
+1,768
439
$2.2K ﹤0.01%
29
+7
440
$2.19K ﹤0.01%
11
-2
441
$2.16K ﹤0.01%
64
-53
442
$2.15K ﹤0.01%
+74
443
$2.1K ﹤0.01%
16
444
$2.09K ﹤0.01%
15
445
$2.07K ﹤0.01%
+12
446
$2.06K ﹤0.01%
40
-783
447
$2.05K ﹤0.01%
179
-126
448
$2.05K ﹤0.01%
20
449
$2.03K ﹤0.01%
100
450
$2K ﹤0.01%
41
16 17
18
19 20