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
451
$1.99K ﹤0.01%
53
452
$1.98K ﹤0.01%
19
-5
453
$1.97K ﹤0.01%
22
454
$1.92K ﹤0.01%
82
455
$1.89K ﹤0.01%
12
456
$1.88K ﹤0.01%
69
-2
457
$1.87K ﹤0.01%
128
+1
458
$1.84K ﹤0.01%
919
459
$1.82K ﹤0.01%
18
460
$1.79K ﹤0.01%
132
461
$1.78K ﹤0.01%
50
462
$1.77K ﹤0.01%
86
463
$1.75K ﹤0.01%
24
-38
464
$1.75K ﹤0.01%
32
465
$1.74K ﹤0.01%
502
466
$1.74K ﹤0.01%
11
+1
467
$1.73K ﹤0.01%
18
+9
468
$1.7K ﹤0.01%
42
469
$1.63K ﹤0.01%
52
470
$1.63K ﹤0.01%
108
+1
471
$1.62K ﹤0.01%
32
472
$1.6K ﹤0.01%
5
473
$1.57K ﹤0.01%
+5
474
$1.56K ﹤0.01%
30
-10
475
$1.53K ﹤0.01%
158
-2,066
17 18
19
20 21