WPA
Wealth Preservation Advisors Portfolio holdings
AUM $140M
This Quarter Return
-6.12%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
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 | 14.73% |
| 4 | Consumer Discretionary | 13.42% |
| 5 | Industrials | 1.91% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $1.71K | ﹤0.01% | +127 | New | +$1.71K | |||
| $1.69K | ﹤0.01% | +10 | New | +$1.69K | |||
| $1.65K | ﹤0.01% | +26 | New | +$1.65K | |||
| $1.65K | ﹤0.01% | +32 | New | +$1.65K | |||
| $1.62K | ﹤0.01% | +32 | New | +$1.62K | |||
| $1.62K | ﹤0.01% | +18 | New | +$1.62K | |||
| $1.6K | ﹤0.01% | +52 | New | +$1.6K | |||
| $1.55K | ﹤0.01% | +20 | New | +$1.55K | |||
| $1.54K | ﹤0.01% | +57 | New | +$1.54K | |||
| $1.53K | ﹤0.01% | +42 | New | +$1.53K | |||
| $1.49K | ﹤0.01% | +53 | New | +$1.49K | |||
| $1.46K | ﹤0.01% | +25 | New | +$1.46K | |||
| $1.45K | ﹤0.01% | +144 | New | +$1.45K | |||
| $1.45K | ﹤0.01% | +21 | New | +$1.45K | |||
| $1.44K | ﹤0.01% | +22 | New | +$1.44K | |||
| $1.38K | ﹤0.01% | +8 | New | +$1.38K | |||
| $1.36K | ﹤0.01% | +13 | New | +$1.36K | |||
| $1.36K | ﹤0.01% | +23 | New | +$1.36K | |||
| $1.35K | ﹤0.01% | +10 | New | +$1.35K | |||
| $1.31K | ﹤0.01% | +10 | New | +$1.31K | |||
| $1.31K | ﹤0.01% | +10 | New | +$1.31K | |||
| $1.3K | ﹤0.01% | +48 | New | +$1.3K | |||
| $1.3K | ﹤0.01% | +26 | New | +$1.3K | |||
| $1.25K | ﹤0.01% | +2 | New | +$1.25K | |||
| $1.23K | ﹤0.01% | +9 | New | +$1.23K |
