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
151
$74.3K 0.05%
237
+1
152
$73.1K 0.05%
307
-11
153
$72.6K 0.04%
228
+2
154
$72.4K 0.04%
1,030
155
$71.9K 0.04%
1,000
156
$71.4K 0.04%
453
157
$71.1K 0.04%
214
158
$69.8K 0.04%
295
159
$69.3K 0.04%
1,025
160
$68.8K 0.04%
555
+13
161
$67.1K 0.04%
1,500
162
$66.7K 0.04%
94
-5
163
$66.1K 0.04%
800
164
$66.1K 0.04%
11,488
165
$65.3K 0.04%
618
166
$65.2K 0.04%
455
-34
167
$64.6K 0.04%
851
168
$63.2K 0.04%
2,688
169
$62.4K 0.04%
523
+6
170
$62.1K 0.04%
59
+1
171
$61.2K 0.04%
214
172
$60.9K 0.04%
216
173
$60.8K 0.04%
1,759
174
$60.7K 0.04%
3,366
+39
175
$60.7K 0.04%
2,098
-1,276
5 6
7
8 9