WPA
Wealth Preservation Advisors Portfolio holdings
AUM $140M
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 | 14.74% |
| 4 | Consumer Discretionary | 13.42% |
| 5 | Industrials | 1.91% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $1.22K | 0% | 13 | New | +$1.22K | |||
| $1.07K | 0% | 72 | New | +$1.07K | |||
| $1.03K | 0% | 17 | New | +$1.03K | |||
| $1.02K | 0% | 2 | New | +$1.02K | |||
| $955 | 0% | 10 | New | +$955 | |||
| $938 | 0% | 2 | New | +$938 | |||
| $922 | 0% | 9 | New | +$922 | |||
| $893 | 0% | 3 | New | +$893 | |||
| $854 | 0% | 12 | New | +$854 | |||
| $768 | 0% | 5 | New | +$768 | |||
| $756 | 0% | 192 | New | +$756 | |||
| $750 | 0% | 6 | New | +$750 | |||
| $746 | 0% | 15 | New | +$746 | |||
| $694 | 0% | 10 | New | +$694 | |||
| $689 | 0% | 6 | New | +$689 | |||
| $658 | 0% | 8 | New | +$658 | |||
| $543 | 0% | 6 | New | +$543 | |||
| $526 | 0% | 3 | New | +$526 | |||
| $508 | 0% | 1 | New | +$508 | |||
| $496 | 0% | 57 | New | +$496 | |||
| $489 | 0% | 429 | New | +$489 | |||
| $445 | 0% | 13 | New | +$445 | |||
| $442 | 0% | 3 | New | +$442 | |||
| $436 | 0% | 20 | New | +$436 | |||
| $405 | 0% | 10 | New | +$405 |
