WPA
Wealth Preservation Advisors Portfolio holdings
AUM $140M
This Quarter Return
-6.12%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
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 | 14.73% |
| 4 | Consumer Discretionary | 13.42% |
| 5 | Industrials | 1.91% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $204K | 0.15% | +5,638 | New | +$204K | |||
| $200K | 0.14% | +570 | New | +$200K | |||
| $198K | 0.14% | +1,158 | New | +$198K | |||
| $195K | 0.14% | +3,347 | New | +$195K | |||
| $184K | 0.13% | +807 | New | +$184K | |||
| $181K | 0.13% | +1,643 | New | +$181K | |||
| $177K | 0.13% | +761 | New | +$177K | |||
| $177K | 0.13% | +2,131 | New | +$177K | |||
| $177K | 0.13% | +1,610 | New | +$177K | |||
| $176K | 0.13% | +565 | New | +$176K | |||
| $176K | 0.13% | +4,567 | New | +$176K | |||
| $175K | 0.12% | +1,989 | New | +$175K | |||
| $168K | 0.12% | +1,151 | New | +$168K | |||
| $167K | 0.12% | +2,636 | New | +$167K | |||
| $163K | 0.12% | +1,338 | New | +$163K | |||
| $162K | 0.12% | +1,160 | New | +$162K | |||
| $161K | 0.11% | +3,489 | New | +$161K | |||
| $156K | 0.11% | +917 | New | +$156K | |||
| $155K | 0.11% | +333 | New | +$155K | |||
| $148K | 0.11% | +1,325 | New | +$148K | |||
| $147K | 0.11% | +2,417 | New | +$147K | |||
| $146K | 0.1% | +2,220 | New | +$146K | |||
| $141K | 0.1% | +321 | New | +$141K | |||
| $140K | 0.1% | +333 | New | +$140K | |||
| $140K | 0.1% | +1,019 | New | +$140K |
