WPA

Wealth Preservation Advisors Portfolio holdings

AUM $162M
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
VWO icon
151
Vanguard FTSE Emerging Markets ETF
VWO
$102B
$71.7K 0.05%
+1,584
GDX icon
152
VanEck Gold Miners ETF
GDX
$21.1B
$70.3K 0.05%
+1,529
TRMD icon
153
TORM
TRMD
$2B
$68.9K 0.05%
+4,180
AMD icon
154
Advanced Micro Devices
AMD
$386B
$66.7K 0.05%
+649
SPGP icon
155
Invesco S&P 500 GARP ETF
SPGP
$2.7B
$66.1K 0.05%
+662
VB icon
156
Vanguard Small-Cap ETF
VB
$68B
$65.3K 0.05%
+295
ADI icon
157
Analog Devices
ADI
$121B
$64.1K 0.05%
+318
PSX icon
158
Phillips 66
PSX
$52B
$63.8K 0.05%
+517
APD icon
159
Air Products & Chemicals
APD
$56.7B
$63.7K 0.05%
+216
CMCSA icon
160
Comcast
CMCSA
$111B
$61.7K 0.04%
+1,673
CWB icon
161
SPDR Bloomberg Convertible Securities ETF
CWB
$4.7B
$61.3K 0.04%
+800
AXP icon
162
American Express
AXP
$245B
$60.8K 0.04%
+226
XOM icon
163
Exxon Mobil
XOM
$481B
$60.5K 0.04%
+509
FULT icon
164
Fulton Financial
FULT
$3.26B
$60.2K 0.04%
+3,327
GDXJ icon
165
VanEck Junior Gold Miners ETF
GDXJ
$7.95B
$58.6K 0.04%
+1,025
RF icon
166
Regions Financial
RF
$21.7B
$58.4K 0.04%
+2,688
MAIN icon
167
Main Street Capital
MAIN
$5.18B
$58K 0.04%
+1,025
IWD icon
168
iShares Russell 1000 Value ETF
IWD
$65.1B
$57.2K 0.04%
+304
OXY icon
169
Occidental Petroleum
OXY
$40.3B
$55.8K 0.04%
+1,130
ROK icon
170
Rockwell Automation
ROK
$39.8B
$55.3K 0.04%
+214
BLK icon
171
Blackrock
BLK
$175B
$55K 0.04%
+58
DFAI icon
172
Dimensional International Core Equity Market ETF
DFAI
$11.7B
$54.9K 0.04%
+1,759
IWO icon
173
iShares Russell 2000 Growth ETF
IWO
$13.3B
$54.7K 0.04%
+214
IJT icon
174
iShares S&P Small-Cap 600 Growth ETF
IJT
$6.33B
$54.5K 0.04%
+438
GS icon
175
Goldman Sachs
GS
$234B
$54.1K 0.04%
+99