WPA

Wealth Preservation Advisors Portfolio holdings

AUM $199M
1-Year Est. Return 28.12%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.12%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$162M
AUM Growth
+$22.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
646
New
Increased
Reduced
Closed

Top Buys

1
+$955K
2
+$525K
3
+$439K
4
CRWD icon
CrowdStrike
CRWD
+$398K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$219K

Top Sells

1
+$280K
2
+$142K
3
+$128K
4
BITU icon
ProShares Ultra Bitcoin ETF
BITU
+$120K
5
DFSV icon
Dimensional US Small Cap Value ETF
DFSV
+$106K

Sector Composition

1 Technology 33.18%
2 Communication Services 15.26%
3 Financials 13.66%
4 Consumer Discretionary 13.08%
5 Industrials 1.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$1.48K ﹤0.01%
500
477
$1.47K ﹤0.01%
8
478
$1.44K ﹤0.01%
10
479
$1.43K ﹤0.01%
53
480
$1.4K ﹤0.01%
10
481
$1.36K ﹤0.01%
+20
482
$1.33K ﹤0.01%
13
483
$1.31K ﹤0.01%
192
484
$1.28K ﹤0.01%
57
485
$1.27K ﹤0.01%
16
-5
486
$1.23K ﹤0.01%
+3
487
$1.22K ﹤0.01%
+26
488
$1.2K ﹤0.01%
25
-1
489
$1.19K ﹤0.01%
57
-93
490
$1.18K ﹤0.01%
13
491
$1.13K ﹤0.01%
9
492
$1.1K ﹤0.01%
2
493
$990 ﹤0.01%
+1
494
$935 ﹤0.01%
3
495
$923 ﹤0.01%
17
496
$883 ﹤0.01%
2
497
$882 ﹤0.01%
12
498
$875 ﹤0.01%
15
499
$796 ﹤0.01%
5
500
$697 ﹤0.01%
72
18 19
20
21 22