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
1
$16.5M 11.78%
+86,638
2
$15.8M 11.32%
+101,406
3
$10.1M 7.24%
+93,532
4
$9.09M 6.5%
+24,216
5
$8.99M 6.42%
+123,393
6
$8.29M 5.93%
+279,621
7
$8.14M 5.82%
+36,655
8
$4.37M 3.12%
+25,283
9
$2.89M 2.06%
+197,035
10
$2.16M 1.55%
+5,835
11
$2.14M 1.53%
+13,335
12
$1.9M 1.36%
+20,360
13
$1.7M 1.22%
+6,345
14
$1.49M 1.06%
+2,661
15
$1.42M 1.02%
+39,259
16
$1.38M 0.99%
+8,932
17
$1.34M 0.96%
+47,618
18
$1.33M 0.95%
+8,002
19
$1.08M 0.77%
+1,866
20
$983K 0.7%
+50,626
21
$881K 0.63%
+19,000
22
$829K 0.59%
+30,249
23
$798K 0.57%
+1
24
$744K 0.53%
+8,294
25
$725K 0.52%
+2,962
1
2 3 4 5