WPA

Wealth Preservation Advisors Portfolio holdings

AUM $140M
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 Services14.74%
4Consumer Discretionary13.42%
5Industrials1.91%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %		 Capital Flow
$71.7K0.05%1,584 New
+$71.7K
$70.3K0.05%1,529 New
+$70.3K
$68.9K0.05%4,180 New
+$68.9K
$66.7K0.05%649 New
+$66.7K
$66.1K0.05%662 New
+$66.1K
$65.3K0.05%295 New
+$65.3K
$64.1K0.05%318 New
+$64.1K
$63.8K0.05%517 New
+$63.8K
$63.7K0.05%216 New
+$63.7K
$61.7K0.04%1,673 New
+$61.7K
$61.3K0.04%800 New
+$61.3K
$60.8K0.04%226 New
+$60.8K
$60.5K0.04%509 New
+$60.5K
$60.2K0.04%3,327 New
+$60.2K
$58.6K0.04%1,025 New
+$58.6K
$58.4K0.04%2,688 New
+$58.4K
$58K0.04%1,025 New
+$58K
$57.2K0.04%304 New
+$57.2K
$55.8K0.04%1,130 New
+$55.8K
$55.3K0.04%214 New
+$55.3K
$55K0.04%58 New
+$55K
$54.9K0.04%1,759 New
+$54.9K
$54.7K0.04%214 New
+$54.7K
$54.5K0.04%438 New
+$54.5K
$54.1K0.04%99 New
+$54.1K
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