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
126
$92.1K 0.07%
+563
127
$90K 0.06%
+355
128
$90K 0.06%
+433
129
$87.9K 0.06%
+515
130
$86.1K 0.06%
+2,603
131
$83.6K 0.06%
+6,627
132
$82.9K 0.06%
+923
133
$82.5K 0.06%
+225
134
$82.3K 0.06%
+3,273
135
$81.8K 0.06%
+489
136
$81.6K 0.06%
+928
137
$81.4K 0.06%
+1,075
138
$79.9K 0.06%
+453
139
$79.2K 0.06%
+4,260
140
$79K 0.06%
+11,488
141
$78.6K 0.06%
+1,039
142
$78.4K 0.06%
+905
143
$78.3K 0.06%
+3,450
144
$78.1K 0.06%
+1,500
145
$75.9K 0.05%
+135
146
$75.6K 0.05%
+1,000
147
$75.5K 0.05%
+292
148
$74.8K 0.05%
+282
149
$72.8K 0.05%
+405
150
$72.7K 0.05%
+146
4 5
6
7 8