WPA

Wealth Preservation Advisors Portfolio holdings

AUM $199M
1-Year Est. Return 28.12%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.12%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$162M
AUM Growth
+$22.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
646
New
Increased
Reduced
Closed

Top Buys

1
+$955K
2
+$525K
3
+$439K
4
CRWD icon
CrowdStrike
CRWD
+$398K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$219K

Top Sells

1
+$280K
2
+$142K
3
+$128K
4
BITU icon
ProShares Ultra Bitcoin ETF
BITU
+$120K
5
DFSV icon
Dimensional US Small Cap Value ETF
DFSV
+$106K

Sector Composition

1 Technology 33.18%
2 Communication Services 15.26%
3 Financials 13.66%
4 Consumer Discretionary 13.08%
5 Industrials 1.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$107K 0.07%
497
-109
127
$106K 0.07%
7,655
128
$104K 0.06%
6,627
129
$100K 0.06%
563
130
$99.3K 0.06%
909
-417
131
$98.5K 0.06%
340
132
$97.9K 0.06%
1,060
-15
133
$97.7K 0.06%
+279
134
$95.9K 0.06%
2,632
+29
135
$95.7K 0.06%
355
136
$94.5K 0.06%
1,640
-470
137
$94.4K 0.06%
433
138
$94.2K 0.06%
2,178
-460
139
$87.4K 0.05%
572
+3
140
$86.7K 0.05%
1,039
141
$85.3K 0.05%
3,273
142
$84.7K 0.05%
408
+3
143
$83.9K 0.05%
1,028
+10
144
$83.8K 0.05%
135
145
$82.5K 0.05%
225
146
$80.4K 0.05%
922
-1
147
$79.6K 0.05%
1,529
148
$78.6K 0.05%
281
-11
149
$78.3K 0.05%
1,584
150
$77.7K 0.05%
282
4 5
6
7 8