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 | |
|---|---|---|---|---|---|---|---|
| $1.71K | 0% | 127 | New | +$1.71K | |||
| $1.69K | 0% | 10 | New | +$1.69K | |||
| $1.65K | 0% | 26 | New | +$1.65K | |||
| $1.65K | 0% | 32 | New | +$1.65K | |||
| $1.62K | 0% | 32 | New | +$1.62K | |||
| $1.62K | 0% | 18 | New | +$1.62K | |||
| $1.6K | 0% | 52 | New | +$1.6K | |||
| $1.55K | 0% | 20 | New | +$1.55K | |||
| $1.54K | 0% | 57 | New | +$1.54K | |||
| $1.53K | 0% | 42 | New | +$1.53K | |||
| $1.49K | 0% | 53 | New | +$1.49K | |||
| $1.46K | 0% | 25 | New | +$1.46K | |||
| $1.45K | 0% | 144 | New | +$1.45K | |||
| $1.45K | 0% | 21 | New | +$1.45K | |||
| $1.44K | 0% | 22 | New | +$1.44K | |||
| $1.38K | 0% | 8 | New | +$1.38K | |||
| $1.36K | 0% | 13 | New | +$1.36K | |||
| $1.36K | 0% | 23 | New | +$1.36K | |||
| $1.35K | 0% | 10 | New | +$1.35K | |||
| $1.31K | 0% | 10 | New | +$1.31K | |||
| $1.31K | 0% | 10 | New | +$1.31K | |||
| $1.3K | 0% | 48 | New | +$1.3K | |||
| $1.3K | 0% | 26 | New | +$1.3K | |||
| $1.25K | 0% | 2 | New | +$1.25K | |||
| $1.23K | 0% | 9 | New | +$1.23K |
