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 %
100%
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

1Technology29.3%
2Financials15.39%
3Communication Services14.73%
4Consumer Discretionary13.42%
5Industrials1.91%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %		 Capital Flow
$92.1K0.07%
+563
 New
+$92.1K
$90K0.06%
+355
 New
+$90K
$90K0.06%
+433
 New
+$90K
$87.9K0.06%
+515
 New
+$87.9K
$86.1K0.06%
+2,603
 New
+$86.1K
$83.6K0.06%
+6,627
 New
+$83.6K
$82.9K0.06%
+923
 New
+$82.9K
$82.5K0.06%
+225
 New
+$82.5K
$82.3K0.06%
+3,273
 New
+$82.3K
$81.8K0.06%
+489
 New
+$81.8K
$81.6K0.06%
+928
 New
+$81.6K
$81.4K0.06%
+1,075
 New
+$81.4K
$79.9K0.06%
+453
 New
+$79.9K
$79.2K0.06%
+4,260
 New
+$79.2K
$79K0.06%
+11,488
 New
+$79K
$78.6K0.06%
+1,039
 New
+$78.6K
$78.4K0.06%
+905
 New
+$78.4K
$78.4K0.06%
+3,450
 New
+$78.4K
$78.1K0.06%
+1,500
 New
+$78.1K
$75.9K0.05%
+135
 New
+$75.9K
$75.6K0.05%
+1,000
 New
+$75.6K
$75.5K0.05%
+292
 New
+$75.5K
$74.8K0.05%
+282
 New
+$74.8K
$72.8K0.05%
+405
 New
+$72.8K
$72.7K0.05%
+146
 New
+$72.7K
1 4567822