WPA

Wealth Preservation Advisors Portfolio holdings

AUM $120M
1-Year Est. Return 29.18%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.18%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$120M
AUM Growth
-$78.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,290
New
Increased
Reduced
Closed

Top Buys

1 +$947K
2 +$278K
3 +$204K
4
PCMM
BondBloxx Private Credit CLO ETF
PCMM
+$159K
5
KKR icon
KKR & Co
KKR
+$153K

Top Sells

1 +$17M
2 +$8.37M
3 +$8.1M
4
AMZN icon
Amazon
AMZN
+$2.65M
5
AAPL icon
Apple
AAPL
+$1.53M

Sector Composition

1 Technology 30.03%
2 Communication Services 16.49%
3 Consumer Discretionary 14.41%
4 Financials 8.71%
5 Industrials 2.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
VAW icon
526
Vanguard Materials ETF
VAW
$3.03B
$3.6K ﹤0.01%
16
-208
CHCT
527
Community Healthcare Trust
CHCT
$507M
$3.58K ﹤0.01%
225
PTON icon
528
Peloton Interactive
PTON
$2.52B
$3.56K ﹤0.01%
+830
LAMR icon
529
Lamar Advertising Co
LAMR
$15.4B
$3.55K ﹤0.01%
+28
SFD
530
Smithfield Foods
SFD
$10.6B
$3.41K ﹤0.01%
+122
KFY icon
531
Korn Ferry
KFY
$3.75B
$3.4K ﹤0.01%
+54
AMPL icon
532
Amplitude
AMPL
$1.03B
$3.39K ﹤0.01%
+497
SPSC icon
533
SPS Commerce
SPSC
$2.03B
$3.34K ﹤0.01%
+60
JEF icon
534
Jefferies Financial Group
JEF
$11.4B
$3.3K ﹤0.01%
+80
RELY icon
535
Remitly
RELY
$3.96B
$3.29K ﹤0.01%
+210
GNTX icon
536
Gentex
GNTX
$5.27B
$3.23K ﹤0.01%
+148
QTWO icon
537
Q2 Holdings
QTWO
$2.84B
$3.22K ﹤0.01%
+68
TNET icon
538
TriNet
TNET
$2.16B
$3.21K ﹤0.01%
+88
PBF icon
539
PBF Energy
PBF
$5B
$3.19K ﹤0.01%
+67
FRSH icon
540
Freshworks
FRSH
$2.58B
$3.16K ﹤0.01%
+394
CRCL
541
Circle Internet Group
CRCL
$20.1B
$3.15K ﹤0.01%
+33
MTH icon
542
Meritage Homes
MTH
$4.62B
$3.09K ﹤0.01%
+50
RSI icon
543
Rush Street Interactive
RSI
$2.73B
$3.04K ﹤0.01%
+140
RARE icon
544
Ultragenyx Pharmaceutical
RARE
$2.18B
$3.04K ﹤0.01%
+145
DVA icon
545
DaVita
DVA
$12.3B
$2.92K ﹤0.01%
+19
WULF icon
546
TeraWulf
WULF
$11.8B
$2.87K ﹤0.01%
+199
TPC
547
Tutor Perini Cor
TPC
$3.73B
$2.86K ﹤0.01%
+37
AUPH icon
548
Aurinia Pharmaceuticals
AUPH
$2.08B
$2.85K ﹤0.01%
+192
CGNX icon
549
Cognex
CGNX
$10.2B
$2.84K ﹤0.01%
+58
LINE
550
Lineage Inc
LINE
$9.64B
$2.82K ﹤0.01%
+86