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
101
$139K 0.1%
+1,326
102
$139K 0.1%
+557
103
$137K 0.1%
+668
104
$133K 0.1%
+1,291
105
$128K 0.09%
+672
106
$128K 0.09%
+2,891
107
$127K 0.09%
+1,200
108
$122K 0.09%
+2,110
109
$121K 0.09%
+606
110
$121K 0.09%
+10,329
111
$120K 0.09%
+3,619
112
$120K 0.09%
+2,638
113
$119K 0.08%
+437
114
$119K 0.08%
+8,190
115
$116K 0.08%
+3,245
116
$106K 0.08%
+620
117
$105K 0.08%
+501
118
$103K 0.07%
+340
119
$102K 0.07%
+3,087
120
$101K 0.07%
+1,018
121
$100K 0.07%
+7,655
122
$97.4K 0.07%
+1,068
123
$95.4K 0.07%
+3,374
124
$95.2K 0.07%
+501
125
$94.4K 0.07%
+569
3 4
5
6 7