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
$53.5K0.04%542 New
+$53.5K
$53.4K0.04%851 New
+$53.4K
$53.2K0.04%1,613 New
+$53.2K
$53.1K0.04%721 New
+$53.1K
$52.4K0.04%644 New
+$52.4K
$52.1K0.04%276 New
+$52.1K
$52K0.04%702 New
+$52K
$49.9K0.04%368 New
+$49.9K
$49.7K0.04%666 New
+$49.7K
$49.5K0.04%618 New
+$49.5K
$49K0.04%1,030 New
+$49K
$48.8K0.03%828 New
+$48.8K
$48.6K0.03%236 New
+$48.6K
$48.2K0.03%2,000 New
+$48.2K
$47.3K0.03%667 New
+$47.3K
$44K0.03%823 New
+$44K
$43.6K0.03%5,000 New
+$43.6K
$42.6K0.03%4,247 New
+$42.6K
$41.9K0.03%2,000 New
+$41.9K
$41.4K0.03%132 New
+$41.4K
$40.8K0.03%661 New
+$40.8K
$38.6K0.03%460 New
+$38.6K
$38.4K0.03%2,197 New
+$38.4K
$37.8K0.03%487 New
+$37.8K
$37.4K0.03%151 New
+$37.4K
1 67891022