WPA

Wealth Preservation Advisors Portfolio holdings

AUM $140M
This Quarter Return
-6.12%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
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 Services14.73%
4Consumer Discretionary13.42%
5Industrials1.91%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %		 Capital Flow
$2.11K﹤0.01%
+13
 New
+$2.11K
$2.1K﹤0.01%
+22
 New
+$2.1K
$2.1K﹤0.01%
+919
 New
+$2.1K
$2.08K﹤0.01%
+41
 New
+$2.08K
$2.06K﹤0.01%
+77
 New
+$2.06K
$2.05K﹤0.01%
+43
 New
+$2.05K
$2.05K﹤0.01%
+82
 New
+$2.05K
$2.03K﹤0.01%
+14
 New
+$2.03K
$2.02K﹤0.01%
+51
 New
+$2.02K
$2K﹤0.01%
+15
 New
+$2K
$1.98K﹤0.01%
+44
 New
+$1.98K
$1.96K﹤0.01%
+50
 New
+$1.96K
$1.94K﹤0.01%
+41
 New
+$1.94K
$1.92K﹤0.01%
+55
 New
+$1.92K
$1.92K﹤0.01%
+12
 New
+$1.92K
$1.9K﹤0.01%
+53
 New
+$1.9K
$1.9K﹤0.01%
+100
 New
+$1.9K
$1.88K﹤0.01%
+502
 New
+$1.88K
$1.87K﹤0.01%
+86
 New
+$1.87K
$1.84K﹤0.01%
+132
 New
+$1.84K
$1.8K﹤0.01%
+16
 New
+$1.8K
$1.8K﹤0.01%
+500
 New
+$1.8K
$1.79K﹤0.01%
+107
 New
+$1.79K
$1.78K﹤0.01%
+124
 New
+$1.78K
$1.73K﹤0.01%
+5
 New
+$1.73K
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