WPA
Wealth Preservation Advisors Portfolio holdings
AUM
$162M
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 |
Amazon
AMZN
|
$16.5M |
| 2 |
Alphabet (Google) Class C
GOOG
|
$15.8M |
| 3 |
NVIDIA
NVDA
|
$10.1M |
| 4 |
Microsoft
MSFT
|
$9.09M |
| 5 |
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 |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
476
FNB Corp
FNB
$5.99B
| $1.71K | ﹤0.01% | +127 | New | +$1.71K |
|
477
Quest Diagnostics
DGX
$20.3B
| $1.69K | ﹤0.01% | +10 | New | +$1.69K |
|
478
Nike
NKE
$114B
| $1.65K | ﹤0.01% | +26 | New | +$1.65K |
|
479
Webster Financial
WBS
$10.3B
| $1.65K | ﹤0.01% | +32 | New | +$1.65K |
|
480
JPMorgan Ultra-Short Income ETF
JPST
$33.1B
| $1.62K | ﹤0.01% | +32 | New | +$1.62K |
|
481
East-West Bancorp
EWBC
$14.5B
| $1.62K | ﹤0.01% | +18 | New | +$1.62K |
|
482
Canadian Natural Resources
CNQ
$65.9B
| $1.6K | ﹤0.01% | +52 | New | +$1.6K |
|
483
Arista Networks
ANET
$172B
| $1.55K | ﹤0.01% | +20 | New | +$1.55K |
|
484
ProShares Ultra Bloomberg Crude Oil
UCO
$373M
| $1.54K | ﹤0.01% | +57 | New | +$1.54K |
|
485
Teck Resources
TECK
$16.7B
| $1.53K | ﹤0.01% | +42 | New | +$1.53K |
|
486
Trinity Industries
TRN
$2.3B
| $1.49K | ﹤0.01% | +53 | New | +$1.49K |
|
487
Roblox
RBLX
$86.4B
| $1.46K | ﹤0.01% | +25 | New | +$1.46K |
|
488
QVC, Inc. 6.375% Senior Secured Notes due 2067
QVCD
$90M
| $1.45K | ﹤0.01% | +144 | New | +$1.45K |
|
489
United Airlines
UAL
$34B
| $1.45K | ﹤0.01% | +21 | New | +$1.45K |
|
490
Trimble
TRMB
$19.2B
| $1.44K | ﹤0.01% | +22 | New | +$1.44K |
|
491
Intercontinental Exchange
ICE
$101B
| $1.38K | ﹤0.01% | +8 | New | +$1.38K |
|
492
Crown Castle
CCI
$43.2B
| $1.36K | ﹤0.01% | +13 | New | +$1.36K |
|
493
Edison International
EIX
$21.6B
| $1.36K | ﹤0.01% | +23 | New | +$1.36K |
|
494
Leidos
LDOS
$23.2B
| $1.35K | ﹤0.01% | +10 | New | +$1.35K |
|
495
CBRE Group
CBRE
$48.2B
| $1.31K | ﹤0.01% | +10 | New | +$1.31K |
|
496
Allegion
ALLE
$14.6B
| $1.31K | ﹤0.01% | +10 | New | +$1.31K |
|
497
Interpublic Group of Companies
IPG
$9.83B
| $1.3K | ﹤0.01% | +48 | New | +$1.3K |
|
498
KBR
KBR
$6.5B
| $1.3K | ﹤0.01% | +26 | New | +$1.3K |
|
499
United Rentals
URI
$61.5B
| $1.25K | ﹤0.01% | +2 | New | +$1.25K |
|
500
Biogen
BIIB
$19.4B
| $1.23K | ﹤0.01% | +9 | New | +$1.23K |
|