WPA

Wealth Preservation Advisors Portfolio holdings

AUM $199M
1-Year Est. Return 28.12%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.12%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$162M
AUM Growth
+$22.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
646
New
Increased
Reduced
Closed

Top Buys

1
+$955K
2
+$525K
3
+$439K
4
CRWD icon
CrowdStrike
CRWD
+$398K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$219K

Top Sells

1
+$280K
2
+$142K
3
+$128K
4
BITU icon
ProShares Ultra Bitcoin ETF
BITU
+$120K
5
DFSV icon
Dimensional US Small Cap Value ETF
DFSV
+$106K

Sector Composition

1 Technology 33.18%
2 Communication Services 15.26%
3 Financials 13.66%
4 Consumer Discretionary 13.08%
5 Industrials 1.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$415K 0.26%
11,317
52
$413K 0.25%
4,489
53
$412K 0.25%
4,080
54
$408K 0.25%
18,484
55
$404K 0.25%
2,430
+2
56
$385K 0.24%
2,888
-15
57
$379K 0.23%
2,787
-28
58
$370K 0.23%
761
59
$368K 0.23%
911
-390
60
$361K 0.22%
1,568
-5
61
$354K 0.22%
1,277
+79
62
$345K 0.21%
1,068
+2
63
$340K 0.21%
1,233
-26
64
$338K 0.21%
1,157
-3
65
$306K 0.19%
2,479
-10
66
$296K 0.18%
676
67
$296K 0.18%
6,126
68
$295K 0.18%
4,063
69
$259K 0.16%
1,156
+5
70
$251K 0.15%
5,139
-308
71
$250K 0.15%
1,145
-15
72
$247K 0.15%
2,075
73
$246K 0.15%
962
-2
74
$246K 0.15%
1,734
+715
75
$240K 0.15%
3,098
-63
1 2
3
4 5