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
201
$36.1K 0.03%
+1,325
202
$36K 0.03%
+1,044
203
$34.3K 0.02%
+2,391
204
$33.7K 0.02%
+3,264
205
$33.6K 0.02%
+749
206
$33.4K 0.02%
+487
207
$32.9K 0.02%
+9,973
208
$32.8K 0.02%
+399
209
$31.9K 0.02%
+500
210
$31.7K 0.02%
+3,061
211
$31.1K 0.02%
+333
212
$31K 0.02%
+996
213
$30.7K 0.02%
+1,578
214
$30.5K 0.02%
+700
215
$30.2K 0.02%
+151
216
$29.7K 0.02%
+1,380
217
$29.6K 0.02%
+914
218
$29.1K 0.02%
+3,050
219
$29K 0.02%
+60
220
$28.9K 0.02%
+346
221
$28.5K 0.02%
+480
222
$28K 0.02%
+819
223
$27.7K 0.02%
+198
224
$27.6K 0.02%
+6
225
$27.5K 0.02%
+282
7 8
9
10 11