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
476
$1.73K ﹤0.01%
+5
477
$1.71K ﹤0.01%
+127
478
$1.69K ﹤0.01%
+10
479
$1.65K ﹤0.01%
+26
480
$1.65K ﹤0.01%
+32
481
$1.62K ﹤0.01%
+32
482
$1.62K ﹤0.01%
+18
483
$1.6K ﹤0.01%
+52
484
$1.55K ﹤0.01%
+20
485
$1.54K ﹤0.01%
+57
486
$1.53K ﹤0.01%
+42
487
$1.49K ﹤0.01%
+53
488
$1.46K ﹤0.01%
+25
489
$1.45K ﹤0.01%
+144
490
$1.45K ﹤0.01%
+21
491
$1.44K ﹤0.01%
+22
492
$1.38K ﹤0.01%
+8
493
$1.35K ﹤0.01%
+13
494
$1.35K ﹤0.01%
+23
495
$1.35K ﹤0.01%
+10
496
$1.31K ﹤0.01%
+10
497
$1.3K ﹤0.01%
+10
498
$1.3K ﹤0.01%
+48
499
$1.29K ﹤0.01%
+26
500
$1.25K ﹤0.01%
+2
18 19
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