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
201
$38.9K 0.02%
151
202
$36.5K 0.02%
487
203
$34.7K 0.02%
6
204
$34.4K 0.02%
700
205
$33.6K 0.02%
399
206
$33.1K 0.02%
200
207
$32.9K 0.02%
1,380
208
$32.9K 0.02%
996
209
$32.9K 0.02%
1,578
210
$32.2K 0.02%
681
+223
211
$32K 0.02%
60
212
$31.4K 0.02%
45
213
$31.4K 0.02%
40
+7
214
$29.7K 0.02%
199
+1
215
$29.5K 0.02%
480
216
$29.3K 0.02%
3,061
217
$28.9K 0.02%
95
218
$28.7K 0.02%
599
219
$28.3K 0.02%
380
220
$28.1K 0.02%
282
221
$27.6K 0.02%
641
+32
222
$27.1K 0.02%
140
+1
223
$26.7K 0.02%
425
+72
224
$26.6K 0.02%
173
225
$26K 0.02%
500
7 8
9
10 11