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
EQH icon
601
Equitable Holdings
EQH
$11.2B
$1.82K ﹤0.01%
+49
MCRI icon
602
Monarch Casino & Resort
MCRI
$2.19B
$1.82K ﹤0.01%
+19
OII icon
603
Oceaneering
OII
$3.81B
$1.77K ﹤0.01%
50
KURA icon
604
Kura Oncology
KURA
$796M
$1.76K ﹤0.01%
+217
TVTX icon
605
Travere Therapeutics
TVTX
$4.35B
$1.75K ﹤0.01%
+59
RPAY icon
606
Repay Holdings
RPAY
$295M
$1.73K ﹤0.01%
+664
RAMP icon
607
LiveRamp
RAMP
$2.25B
$1.72K ﹤0.01%
+65
WDS icon
608
Woodside Energy
WDS
$40.8B
$1.72K ﹤0.01%
72
EXP icon
609
Eagle Materials
EXP
$6.56B
$1.71K ﹤0.01%
+9
TGTX icon
610
TG Therapeutics
TGTX
$6.24B
$1.69K ﹤0.01%
+51
PD icon
611
PagerDuty
PD
$712M
$1.68K ﹤0.01%
+270
JJSF icon
612
J&J Snack Foods
JJSF
$1.42B
$1.67K ﹤0.01%
+21
GPI icon
613
Group 1 Automotive
GPI
$3.66B
$1.65K ﹤0.01%
+5
PINS icon
614
Pinterest
PINS
$11.7B
$1.65K ﹤0.01%
+90
MARA icon
615
Marathon Digital Holdings
MARA
$4.68B
$1.65K ﹤0.01%
+202
ZETA icon
616
Zeta Global
ZETA
$5.47B
$1.64K ﹤0.01%
+103
WDFC icon
617
WD-40
WDFC
$2.74B
$1.63K ﹤0.01%
+8
JPST icon
618
JPMorgan Ultra-Short Income ETF
JPST
$38.2B
$1.62K ﹤0.01%
32
PRAX icon
619
Praxis Precision Medicines
PRAX
$7.32B
$1.61K ﹤0.01%
+5
ACDC icon
620
ProFrac Holding
ACDC
$1.33B
$1.6K ﹤0.01%
+258
VCYT icon
621
Veracyte
VCYT
$3.89B
$1.58K ﹤0.01%
+49
PLAB icon
622
Photronics
PLAB
$1.77B
$1.58K ﹤0.01%
+39
TLS icon
623
Telos
TLS
$313M
$1.56K ﹤0.01%
+372
PAYO icon
624
Payoneer
PAYO
$1.66B
$1.55K ﹤0.01%
+322
PAY icon
625
Paymentus
PAY
$2.6B
$1.55K ﹤0.01%
+61