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 | |
|---|---|---|---|---|---|---|---|
| $355 | 0% | 27 | New | +$355 | |||
| $285 | 0% | 50 | New | +$285 | |||
| $262 | 0% | 60 | New | +$262 | |||
| $255 | 0% | 500 | New | +$255 | |||
| $242 | 0% | 100 | New | +$242 | |||
| $233 | 0% | 15 | New | +$233 | |||
| $182 | 0% | 300 | New | +$182 | |||
| $157 | 0% | 5 | New | +$157 | |||
| $145 | 0% | 38 | New | +$145 | |||
| $128 | 0% | 2 | New | +$128 | |||
| $112 | 0% | 4 | New | +$112 | |||
| $85 | 0% | 15 | New | +$85 | |||
| $39 | 0% | 3 | New | +$39 | |||
| $19 | 0% | 21 | New | +$19 | |||
| $2 | 0% | 1 | New | +$2 | |||
| $0 | 0% | 6 | New | – | |||
| $0 | 0% | 1 | New | – |
