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
VC icon
626
Visteon
VC
$3.17B
$1.55K ﹤0.01%
+17
SONO icon
627
Sonos
SONO
$1.83B
$1.54K ﹤0.01%
+115
VTRS icon
628
Viatris
VTRS
$18.7B
$1.53K ﹤0.01%
113
+89
AI icon
629
C3.ai
AI
$1.46B
$1.48K ﹤0.01%
+176
VITL icon
630
Vital Farms
VITL
$431M
$1.47K ﹤0.01%
+104
PAGS icon
631
PagSeguro Digital
PAGS
$2.4B
$1.46K ﹤0.01%
+146
CRAI icon
632
CRA International
CRAI
$941M
$1.46K ﹤0.01%
+9
CWT icon
633
California Water Service
CWT
$2.74B
$1.45K ﹤0.01%
+32
EMN icon
634
Eastman Chemical
EMN
$8.19B
$1.45K ﹤0.01%
+19
SFNC icon
635
Simmons First National
SFNC
$3.14B
$1.44K ﹤0.01%
+74
AWR icon
636
American States Water
AWR
$3.08B
$1.44K ﹤0.01%
+19
AVPT icon
637
AvePoint
AVPT
$2.29B
$1.44K ﹤0.01%
+151
CMCO icon
638
Columbus McKinnon
CMCO
$394M
$1.42K ﹤0.01%
+98
ATRC icon
639
AtriCure
ATRC
$1.39B
$1.37K ﹤0.01%
+48
CLAR icon
640
Clarus
CLAR
$110M
$1.36K ﹤0.01%
502
CBRE icon
641
CBRE Group
CBRE
$38.3B
$1.35K ﹤0.01%
10
HLF icon
642
Herbalife
HLF
$1.18B
$1.35K ﹤0.01%
+92
HELE icon
643
Helen of Troy
HELE
$571M
$1.34K ﹤0.01%
+93
ASAN icon
644
Asana
ASAN
$1.75B
$1.34K ﹤0.01%
+209
QNST icon
645
QuinStreet
QNST
$692M
$1.31K ﹤0.01%
+109
CNMD icon
646
CONMED
CNMD
$1.07B
$1.31K ﹤0.01%
+37
ICFI icon
647
ICF International
ICFI
$1.25B
$1.31K ﹤0.01%
+20
NTLA icon
648
Intellia Therapeutics
NTLA
$1.88B
$1.29K ﹤0.01%
+101
CARG icon
649
CarGurus
CARG
$2.48B
$1.29K ﹤0.01%
+38
BRBR icon
650
BellRing Brands
BRBR
$1.01B
$1.29K ﹤0.01%
+80