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
451
$2.19K ﹤0.01%
+40
452
$2.1K ﹤0.01%
+13
453
$2.1K ﹤0.01%
+22
454
$2.1K ﹤0.01%
+919
455
$2.08K ﹤0.01%
+41
456
$2.06K ﹤0.01%
+77
457
$2.05K ﹤0.01%
+43
458
$2.04K ﹤0.01%
+82
459
$2.03K ﹤0.01%
+14
460
$2.02K ﹤0.01%
+51
461
$2K ﹤0.01%
+15
462
$1.98K ﹤0.01%
+44
463
$1.96K ﹤0.01%
+50
464
$1.94K ﹤0.01%
+41
465
$1.92K ﹤0.01%
+55
466
$1.92K ﹤0.01%
+12
467
$1.9K ﹤0.01%
+53
468
$1.9K ﹤0.01%
+100
469
$1.88K ﹤0.01%
+502
470
$1.87K ﹤0.01%
+86
471
$1.84K ﹤0.01%
+132
472
$1.8K ﹤0.01%
+16
473
$1.8K ﹤0.01%
+500
474
$1.79K ﹤0.01%
+107
475
$1.78K ﹤0.01%
+124
17 18
19
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