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
176
$53.5K 0.04%
+542
177
$53.4K 0.04%
+851
178
$53.2K 0.04%
+1,613
179
$53.1K 0.04%
+721
180
$52.4K 0.04%
+644
181
$52.1K 0.04%
+276
182
$52K 0.04%
+702
183
$49.9K 0.04%
+368
184
$49.7K 0.04%
+666
185
$49.5K 0.04%
+618
186
$49K 0.04%
+1,030
187
$48.8K 0.03%
+828
188
$48.6K 0.03%
+236
189
$48.2K 0.03%
+2,000
190
$47.3K 0.03%
+667
191
$44K 0.03%
+823
192
$43.5K 0.03%
+5,000
193
$42.6K 0.03%
+4,247
194
$41.9K 0.03%
+2,000
195
$41.4K 0.03%
+132
196
$40.8K 0.03%
+661
197
$38.6K 0.03%
+460
198
$38.4K 0.03%
+2,197
199
$37.8K 0.03%
+487
200
$37.4K 0.03%
+151
6 7
8
9 10