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
176
$59.7K 0.04%
1,673
177
$59.2K 0.04%
146
178
$59K 0.04%
304
179
$58.3K 0.04%
438
180
$57.2K 0.04%
551
+500
181
$56.1K 0.03%
705
+3
182
$54.8K 0.03%
673
+7
183
$52.8K 0.03%
+905
184
$51.6K 0.03%
828
185
$49.9K 0.03%
368
186
$47.5K 0.03%
1,131
+1
187
$46K 0.03%
+5,000
188
$45.9K 0.03%
661
189
$44.4K 0.03%
662
-59
190
$43.8K 0.03%
631
-36
191
$43.7K 0.03%
487
192
$43.6K 0.03%
224
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193
$43.5K 0.03%
1,044
194
$43.5K 0.03%
5,000
195
$43.2K 0.03%
132
196
$42.8K 0.03%
2,360
-1,900
197
$42.2K 0.03%
463
+3
198
$42K 0.03%
151
199
$41.5K 0.03%
2,000
200
$39.2K 0.02%
+680
6 7
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