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
26
$698K 0.5%
+3,746
27
$652K 0.47%
+32,534
28
$636K 0.45%
+3,620
29
$608K 0.43%
+12,201
30
$587K 0.42%
+8,195
31
$585K 0.42%
+1,246
32
$577K 0.41%
+15,061
33
$571K 0.41%
+8,264
34
$568K 0.41%
+6,953
35
$520K 0.37%
+2,006
36
$493K 0.35%
+17,573
37
$480K 0.34%
+1,665
38
$462K 0.33%
+4,000
39
$457K 0.33%
+1,614
40
$453K 0.32%
+4,080
41
$449K 0.32%
+16,886
42
$445K 0.32%
+6,200
43
$431K 0.31%
+11,317
44
$430K 0.31%
+1,752
45
$417K 0.3%
+4,493
46
$417K 0.3%
+3,574
47
$417K 0.3%
+4,489
48
$405K 0.29%
+761
49
$382K 0.27%
+480
50
$379K 0.27%
+2,865
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