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
526
$405 ﹤0.01%
+10
527
$355 ﹤0.01%
+27
528
$285 ﹤0.01%
+50
529
$262 ﹤0.01%
+60
530
$255 ﹤0.01%
+500
531
$242 ﹤0.01%
+10
532
$233 ﹤0.01%
+15
533
$182 ﹤0.01%
+15
534
$157 ﹤0.01%
+5
535
$145 ﹤0.01%
+38
536
$128 ﹤0.01%
+2
537
$112 ﹤0.01%
+4
538
$85 ﹤0.01%
+15
539
$39 ﹤0.01%
+3
540
$19 ﹤0.01%
+21
541
– –
0
542
$0 ﹤0.01%
+6
543
$0 ﹤0.01%
+1
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