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 %
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 Services14.73%
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
1 789101122