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
$2.11K0%13 New
+$2.11K
$2.1K0%22 New
+$2.1K
$2.1K0%919 New
+$2.1K
$2.08K0%41 New
+$2.08K
$2.06K0%77 New
+$2.06K
$2.05K0%43 New
+$2.05K
$2.05K0%82 New
+$2.05K
$2.03K0%14 New
+$2.03K
$2.02K0%51 New
+$2.02K
$2K0%15 New
+$2K
$1.98K0%44 New
+$1.98K
$1.96K0%50 New
+$1.96K
$1.94K0%41 New
+$1.94K
$1.92K0%55 New
+$1.92K
$1.92K0%12 New
+$1.92K
$1.9K0%53 New
+$1.9K
$1.9K0%100 New
+$1.9K
$1.88K0%502 New
+$1.88K
$1.87K0%86 New
+$1.87K
$1.84K0%132 New
+$1.84K
$1.8K0%16 New
+$1.8K
$1.8K0%500 New
+$1.8K
$1.79K0%107 New
+$1.79K
$1.78K0%124 New
+$1.78K
$1.73K0%5 New
+$1.73K
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