WPA
Wealth Preservation Advisors Portfolio holdings
AUM
$199M
1-Year Est. Return
28.12%
This Fund
S&P 500
1 Year Est. Return
+28.12%
AUM
$172M
AUM Growth
+$9.67M
(+6%)
Holding
626
Top Buys
| 1 | +$1.22M | |
| 2 | +$678K | |
| 3 | +$200K | |
| 4 |
iShares MSCI EAFE ETF
EFA
|
+$190K |
| 5 |
AbbVie
ABBV
|
+$144K |
Top Sells
| 1 | +$1.88M | |
| 2 | +$1.32M | |
| 3 | +$800K | |
| 4 |
Tesla
TSLA
|
+$694K |
| 5 |
Fidelity Wise Origin Bitcoin Fund
FBTC
|
+$459K |
Sector Composition
| 1 | Technology | 32.06% |
| 2 | Communication Services | 18.59% |
| 3 | Financials | 12.79% |
| 4 | Consumer Discretionary | 11.99% |
| 5 | Industrials | 1.54% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
551
Travelers Companies
TRV
$66.2B
| – | – |
-65
|
|
||
552
Tyson Foods
TSN
$21.6B
| – | – |
-125
|
|
||
553
TotalEnergies
TTE
$167B
| – | – |
-95
|
|
||
554
Vale
VALE
$63.9B
| – | – |
-158
|
|
||
555
Valero Energy
VLO
$68.5B
| – | – |
-110
|
|
||
|
MSTU
556
T-Rex 2X Long MSTR Daily Target ETF
MSTU
$323M
| – | – |
-2,200
|
|
||
|
MKFG
557
DELISTED
Markforged Holding Corporation
MKFG
| $0 | ﹤0.01% |
16
|
|
||
|
AMPE
558
DELISTED
Ampio Pharmaceuticals Inc.
AMPE
| $0 | ﹤0.01% |
6
|
|
||
|
RIBT
559
DELISTED
RiceBran Technologies
RIBT
| $0 | ﹤0.01% |
1
|
|
||
|
RAL
560
Ralliant Corp
RAL
$5.04B
| – | – |
-10
|
|