WPA
Wealth Preservation Advisors Portfolio holdings
AUM $140M
AUM
$140M
AUM Growth
–
Cap. Flow
+$140M
Cap. Flow % of AUM
100%
Top 10 Holdings %Top 10 Hldgs %
61.74%
Holding
562
New
562
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 | $16.5M | |
| 2 | $15.8M | |
| 3 | $10.1M | |
| 4 | $9.09M | |
| 5 | $8.99M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 29.3% |
| 2 | Financials | 15.39% |
| 3 | Communication Services | 14.74% |
| 4 | Consumer Discretionary | 13.42% |
| 5 | Industrials | 1.91% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $377K | 0.27% | 5,236 | New | +$377K | |||
| $375K | 0.27% | 1,301 | New | +$375K | |||
| $374K | 0.27% | 2,903 | New | +$374K | |||
| $373K | 0.27% | 2,815 | New | +$373K | |||
| $372K | 0.27% | 1,573 | New | +$372K | |||
| $366K | 0.26% | 18,484 | New | +$366K | |||
| $362K | 0.26% | 1,160 | New | +$362K | |||
| $354K | 0.25% | 2,428 | New | +$354K | |||
| $331K | 0.24% | 7,067 | New | +$331K | |||
| $302K | 0.22% | 1,198 | New | +$302K | |||
| $298K | 0.21% | 2,489 | New | +$298K | |||
| $283K | 0.2% | 5,447 | New | +$283K | |||
| $268K | 0.19% | 6,126 | New | +$268K | |||
| $258K | 0.18% | 4,063 | New | +$258K | |||
| $238K | 0.17% | 1,511 | New | +$238K | |||
| $228K | 0.16% | 964 | New | +$228K | |||
| $228K | 0.16% | 676 | New | +$228K | |||
| $225K | 0.16% | 2,075 | New | +$225K | |||
| $223K | 0.16% | 5,280 | New | +$223K | |||
| $222K | 0.16% | 3,161 | New | +$222K | |||
| $218K | 0.16% | 416 | New | +$218K | |||
| $216K | 0.15% | 6,945 | New | +$216K | |||
| $215K | 0.15% | 1,066 | New | +$215K | |||
| $213K | 0.15% | 4,418 | New | +$213K | |||
| $211K | 0.15% | 1,259 | New | +$211K |
