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
26
$729K 0.45%
1
27
$674K 0.42%
3,618
-2
28
$653K 0.4%
8,264
29
$639K 0.39%
12,206
+5
30
$634K 0.39%
1,246
31
$624K 0.38%
32,479
-55
32
$624K 0.38%
6,977
+24
33
$615K 0.38%
15,061
34
$586K 0.36%
7,408
-886
35
$582K 0.36%
8,225
+30
36
$532K 0.33%
4,000
37
$521K 0.32%
17,297
-276
38
$508K 0.31%
1,665
39
$507K 0.31%
1,749
-3
40
$498K 0.31%
6,218
+18
41
$495K 0.31%
4,493
42
$493K 0.3%
2,400
43
$492K 0.3%
5,236
44
$479K 0.3%
941
+918
45
$470K 0.29%
3,338
-236
46
$464K 0.29%
16,774
-112
47
$460K 0.28%
7,522
+455
48
$432K 0.27%
1,617
+3
49
$421K 0.26%
2,882
+17
50
$417K 0.26%
+750
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