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
RSG icon
451
Republic Services
RSG
$64.7B
$7.01K 0.01%
+32
IP icon
452
International Paper
IP
$17.9B
$6.93K 0.01%
194
+114
FLS icon
453
Flowserve
FLS
$9.48B
$6.91K 0.01%
+94
PGF icon
454
Invesco Financial Preferred ETF
PGF
$694M
$6.88K 0.01%
500
COIN icon
455
Coinbase
COIN
$40B
$6.81K 0.01%
39
SPOT icon
456
Spotify
SPOT
$101B
$6.79K 0.01%
+14
HUN icon
457
Huntsman Corp
HUN
$2.51B
$6.78K 0.01%
+509
NWSA icon
458
News Corp Class A
NWSA
$14.8B
$6.76K 0.01%
+271
PENN icon
459
PENN Entertainment
PENN
$2.61B
$6.69K 0.01%
+445
SAIA icon
460
Saia
SAIA
$12.7B
$6.67K 0.01%
+19
ENB icon
461
Enbridge
ENB
$124B
$6.61K 0.01%
122
FLR icon
462
Fluor
FLR
$6.83B
$6.44K 0.01%
+138
APPN icon
463
Appian
APPN
$1.83B
$6.39K 0.01%
+265
AIT icon
464
Applied Industrial Technologies
AIT
$11.7B
$6.37K 0.01%
+24
JMUB icon
465
JPMorgan Municipal ETF
JMUB
$7.75B
$6.35K 0.01%
127
PPL icon
466
PPL Corp
PPL
$26.9B
$6.11K 0.01%
160
-5,563
LEA icon
467
Lear
LEA
$7.17B
$6.05K 0.01%
+50
JAZZ icon
468
Jazz Pharmaceuticals
JAZZ
$15B
$6.05K 0.01%
+32
SIRI icon
469
SiriusXM
SIRI
$9.19B
$6.05K 0.01%
+262
ECG
470
Everus Construction Group
ECG
$7.78B
$6.02K 0.01%
+51
MOS icon
471
The Mosaic Company
MOS
$7.09B
$5.99K 0.01%
+235
WPC icon
472
W.P. Carey
WPC
$16.5B
$5.91K ﹤0.01%
87
UGA icon
473
United States Gasoline Fund
UGA
$122M
$5.89K ﹤0.01%
57
AYI icon
474
Acuity Brands
AYI
$9.21B
$5.88K ﹤0.01%
+21
UPS icon
475
United Parcel Service
UPS
$93.3B
$5.8K ﹤0.01%
59
+35