WPA

Wealth Preservation Advisors Portfolio holdings

AUM $140M
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 %
100%
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

1Technology29.3%
2Financials15.39%
3Communication Services14.73%
4Consumer Discretionary13.42%
5Industrials1.91%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %		 Capital Flow
$1.22K﹤0.01%
+13
 New
+$1.22K
$1.07K﹤0.01%
+72
 New
+$1.07K
$1.03K﹤0.01%
+17
 New
+$1.03K
$1.02K﹤0.01%
+2
 New
+$1.02K
$955﹤0.01%
+10
 New
+$955
$938﹤0.01%
+2
 New
+$938
$922﹤0.01%
+9
 New
+$922
$893﹤0.01%
+3
 New
+$893
$854﹤0.01%
+12
 New
+$854
$768﹤0.01%
+5
 New
+$768
$756﹤0.01%
+192
 New
+$756
$750﹤0.01%
+6
 New
+$750
$746﹤0.01%
+15
 New
+$746
$694﹤0.01%
+10
 New
+$694
$689﹤0.01%
+6
 New
+$689
$658﹤0.01%
+8
 New
+$658
$543﹤0.01%
+6
 New
+$543
$526﹤0.01%
+3
 New
+$526
$508﹤0.01%
+1
 New
+$508
$496﹤0.01%
+57
 New
+$496
$489﹤0.01%
+429
 New
+$489
$445﹤0.01%
+13
 New
+$445
$442﹤0.01%
+3
 New
+$442
$436﹤0.01%
+20
 New
+$436
$405﹤0.01%
+10
 New
+$405
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