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
51
$377K 0.27%
+5,236
52
$375K 0.27%
+1,301
53
$374K 0.27%
+2,903
54
$373K 0.27%
+2,815
55
$372K 0.27%
+1,573
56
$366K 0.26%
+18,484
57
$362K 0.26%
+1,160
58
$354K 0.25%
+2,428
59
$331K 0.24%
+7,067
60
$302K 0.22%
+1,198
61
$298K 0.21%
+2,489
62
$283K 0.2%
+5,447
63
$268K 0.19%
+6,126
64
$258K 0.18%
+4,063
65
$238K 0.17%
+1,511
66
$228K 0.16%
+964
67
$228K 0.16%
+676
68
$225K 0.16%
+2,075
69
$223K 0.16%
+5,280
70
$222K 0.16%
+3,161
71
$218K 0.16%
+416
72
$216K 0.15%
+6,945
73
$215K 0.15%
+1,066
74
$213K 0.15%
+4,418
75
$211K 0.15%
+1,259
1 2
3
4 5