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
76
$204K 0.15%
+5,638
77
$200K 0.14%
+570
78
$198K 0.14%
+1,158
79
$195K 0.14%
+3,347
80
$184K 0.13%
+807
81
$181K 0.13%
+1,643
82
$177K 0.13%
+761
83
$177K 0.13%
+2,131
84
$177K 0.13%
+1,610
85
$176K 0.13%
+565
86
$176K 0.13%
+4,567
87
$175K 0.12%
+1,989
88
$168K 0.12%
+1,151
89
$167K 0.12%
+2,636
90
$163K 0.12%
+1,338
91
$162K 0.12%
+1,160
92
$161K 0.11%
+3,489
93
$156K 0.11%
+917
94
$155K 0.11%
+333
95
$148K 0.11%
+1,325
96
$147K 0.11%
+2,417
97
$146K 0.1%
+2,220
98
$141K 0.1%
+321
99
$140K 0.1%
+333
100
$140K 0.1%
+1,019
2 3
4
5 6