WPA
Wealth Preservation Advisors Portfolio holdings
AUM $140M
AUM
$140M
AUM Growth
–
Cap. Flow
+$140M
Cap. Flow % of AUM
100%
Top 10 Holdings %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
| 1 | Technology | 29.3% |
| 2 | Financials | 15.39% |
| 3 | Communication Services | 14.74% |
| 4 | Consumer Discretionary | 13.42% |
| 5 | Industrials | 1.91% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $698K | 0.5% | 3,746 | New | +$698K | |||
| $652K | 0.47% | 32,534 | New | +$652K | |||
| $636K | 0.45% | 3,620 | New | +$636K | |||
| $608K | 0.43% | 12,201 | New | +$608K | |||
| $587K | 0.42% | 8,195 | New | +$587K | |||
| $585K | 0.42% | 1,246 | New | +$585K | |||
| $577K | 0.41% | 15,061 | New | +$577K | |||
| $571K | 0.41% | 8,264 | New | +$571K | |||
| $568K | 0.41% | 6,953 | New | +$568K | |||
| $520K | 0.37% | 2,006 | New | +$520K | |||
| $493K | 0.35% | 17,573 | New | +$493K | |||
| $480K | 0.34% | 1,665 | New | +$480K | |||
| $462K | 0.33% | 4,000 | New | +$462K | |||
| $457K | 0.33% | 1,614 | New | +$457K | |||
| $453K | 0.32% | 4,080 | New | +$453K | |||
| $449K | 0.32% | 16,886 | New | +$449K | |||
| $445K | 0.32% | 6,200 | New | +$445K | |||
| $431K | 0.31% | 11,317 | New | +$431K | |||
| $430K | 0.31% | 1,752 | New | +$430K | |||
| $417K | 0.3% | 4,493 | New | +$417K | |||
| $417K | 0.3% | 3,574 | New | +$417K | |||
| $417K | 0.3% | 4,489 | New | +$417K | |||
| $405K | 0.29% | 761 | New | +$405K | |||
| $382K | 0.27% | 480 | New | +$382K | |||
| $379K | 0.27% | 2,865 | New | +$379K |
