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
$36.1K0.03%1,325 New
+$36.1K
$36K0.03%1,044 New
+$36K
$34.3K0.02%2,391 New
+$34.3K
$33.7K0.02%3,264 New
+$33.7K
$33.6K0.02%749 New
+$33.6K
$33.4K0.02%487 New
+$33.4K
$32.9K0.02%9,973 New
+$32.9K
$32.8K0.02%399 New
+$32.8K
$31.9K0.02%500 New
+$31.9K
$31.7K0.02%3,061 New
+$31.7K
$31.1K0.02%333 New
+$31.1K
$31K0.02%996 New
+$31K
$30.7K0.02%1,578 New
+$30.7K
$30.5K0.02%700 New
+$30.5K
$30.2K0.02%151 New
+$30.2K
$29.7K0.02%1,380 New
+$29.7K
$29.6K0.02%914 New
+$29.6K
$29.1K0.02%3,050 New
+$29.1K
$29K0.02%60 New
+$29K
$28.9K0.02%346 New
+$28.9K
$28.5K0.02%480 New
+$28.5K
$28K0.02%819 New
+$28K
$27.7K0.02%198 New
+$27.7K
$27.6K0.02%6 New
+$27.6K
$27.5K0.02%282 New
+$27.5K
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