WPA

Wealth Preservation Advisors Portfolio holdings

AUM $162M
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
FNB icon
476
FNB Corp
FNB
$5.55B
$1.71K ﹤0.01%
+127
DGX icon
477
Quest Diagnostics
DGX
$20.6B
$1.69K ﹤0.01%
+10
NKE icon
478
Nike
NKE
$101B
$1.65K ﹤0.01%
+26
WBS icon
479
Webster Financial
WBS
$9.25B
$1.65K ﹤0.01%
+32
JPST icon
480
JPMorgan Ultra-Short Income ETF
JPST
$34.1B
$1.62K ﹤0.01%
+32
EWBC icon
481
East-West Bancorp
EWBC
$13.6B
$1.62K ﹤0.01%
+18
CNQ icon
482
Canadian Natural Resources
CNQ
$62.2B
$1.6K ﹤0.01%
+52
ANET icon
483
Arista Networks
ANET
$183B
$1.55K ﹤0.01%
+20
UCO icon
484
ProShares Ultra Bloomberg Crude Oil
UCO
$319M
$1.54K ﹤0.01%
+57
TECK icon
485
Teck Resources
TECK
$20.9B
$1.53K ﹤0.01%
+42
TRN icon
486
Trinity Industries
TRN
$2.27B
$1.49K ﹤0.01%
+53
RBLX icon
487
Roblox
RBLX
$92.3B
$1.46K ﹤0.01%
+25
QVCD icon
488
QVC Inc 6.375% Senior Secured Notes due 2067
QVCD
$93.1M
$1.45K ﹤0.01%
+144
UAL icon
489
United Airlines
UAL
$32.4B
$1.45K ﹤0.01%
+21
TRMB icon
490
Trimble
TRMB
$19B
$1.44K ﹤0.01%
+22
ICE icon
491
Intercontinental Exchange
ICE
$89.8B
$1.38K ﹤0.01%
+8
CCI icon
492
Crown Castle
CCI
$43B
$1.35K ﹤0.01%
+13
EIX icon
493
Edison International
EIX
$22.5B
$1.35K ﹤0.01%
+23
LDOS icon
494
Leidos
LDOS
$24.8B
$1.35K ﹤0.01%
+10
CBRE icon
495
CBRE Group
CBRE
$47.9B
$1.31K ﹤0.01%
+10
ALLE icon
496
Allegion
ALLE
$15.4B
$1.3K ﹤0.01%
+10
IPG icon
497
Interpublic Group of Companies
IPG
$9.87B
$1.3K ﹤0.01%
+48
KBR icon
498
KBR
KBR
$5.73B
$1.29K ﹤0.01%
+26
URI icon
499
United Rentals
URI
$64.5B
$1.25K ﹤0.01%
+2
BIIB icon
500
Biogen
BIIB
$21.4B
$1.23K ﹤0.01%
+9