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
501
$1.23K ﹤0.01%
+9
502
$1.22K ﹤0.01%
+13
503
$1.07K ﹤0.01%
+72
504
$1.03K ﹤0.01%
+17
505
$1.02K ﹤0.01%
+2
506
$955 ﹤0.01%
+10
507
$938 ﹤0.01%
+2
508
$922 ﹤0.01%
+9
509
$893 ﹤0.01%
+3
510
$854 ﹤0.01%
+12
511
$768 ﹤0.01%
+5
512
$756 ﹤0.01%
+192
513
$750 ﹤0.01%
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514
$746 ﹤0.01%
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515
$694 ﹤0.01%
+10
516
$689 ﹤0.01%
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517
$658 ﹤0.01%
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518
$543 ﹤0.01%
+6
519
$526 ﹤0.01%
+3
520
$508 ﹤0.01%
+1
521
$496 ﹤0.01%
+57
522
$489 ﹤0.01%
+429
523
$445 ﹤0.01%
+13
524
$442 ﹤0.01%
+3
525
$436 ﹤0.01%
+20
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