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
151
$71.7K 0.05%
+1,584
152
$70.3K 0.05%
+1,529
153
$68.9K 0.05%
+4,180
154
$66.7K 0.05%
+649
155
$66.1K 0.05%
+662
156
$65.3K 0.05%
+295
157
$64.1K 0.05%
+318
158
$63.8K 0.05%
+517
159
$63.7K 0.05%
+216
160
$61.7K 0.04%
+1,673
161
$61.3K 0.04%
+800
162
$60.8K 0.04%
+226
163
$60.5K 0.04%
+509
164
$60.2K 0.04%
+3,327
165
$58.6K 0.04%
+1,025
166
$58.4K 0.04%
+2,688
167
$58K 0.04%
+1,025
168
$57.2K 0.04%
+304
169
$55.8K 0.04%
+1,130
170
$55.3K 0.04%
+214
171
$55K 0.04%
+58
172
$54.9K 0.04%
+1,759
173
$54.7K 0.04%
+214
174
$54.5K 0.04%
+438
175
$54.1K 0.04%
+99
5 6
7
8 9