WPA
Wealth Preservation Advisors Portfolio holdings
AUM $140M
This Quarter Return
-6.12%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$140M
AUM Growth
–
Cap. Flow
+$140M
Cap. Flow % of AUM
100%
Top 10 Holdings %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
| 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 | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $53.5K | 0.04% | +542 | New | +$53.5K | |||
| $53.4K | 0.04% | +851 | New | +$53.4K | |||
| $53.2K | 0.04% | +1,613 | New | +$53.2K | |||
| $53.1K | 0.04% | +721 | New | +$53.1K | |||
| $52.4K | 0.04% | +644 | New | +$52.4K | |||
| $52.1K | 0.04% | +276 | New | +$52.1K | |||
| $52K | 0.04% | +702 | New | +$52K | |||
| $49.9K | 0.04% | +368 | New | +$49.9K | |||
| $49.7K | 0.04% | +666 | New | +$49.7K | |||
| $49.5K | 0.04% | +618 | New | +$49.5K | |||
| $49K | 0.04% | +1,030 | New | +$49K | |||
| $48.8K | 0.03% | +828 | New | +$48.8K | |||
| $48.6K | 0.03% | +236 | New | +$48.6K | |||
| $48.2K | 0.03% | +2,000 | New | +$48.2K | |||
| $47.3K | 0.03% | +667 | New | +$47.3K | |||
| $44K | 0.03% | +823 | New | +$44K | |||
| $43.6K | 0.03% | +5,000 | New | +$43.6K | |||
| $42.6K | 0.03% | +4,247 | New | +$42.6K | |||
| $41.9K | 0.03% | +2,000 | New | +$41.9K | |||
| $41.4K | 0.03% | +132 | New | +$41.4K | |||
| $40.8K | 0.03% | +661 | New | +$40.8K | |||
| $38.6K | 0.03% | +460 | New | +$38.6K | |||
| $38.4K | 0.03% | +2,197 | New | +$38.4K | |||
| $37.8K | 0.03% | +487 | New | +$37.8K | |||
| $37.4K | 0.03% | +151 | New | +$37.4K |
