WA

WP Advisors Portfolio holdings

AUM $364M
1-Year Est. Return 20.61%
This Quarter Est. Return
1 Year Est. Return
+20.61%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$106M
AUM Growth
+$13.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
275
New
Increased
Reduced
Closed

Top Buys

1
+$358K
2
+$319K
3
+$254K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$246K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$236K

Top Sells

1
+$483K
2
+$80.7K
3
+$4.1K
4
BP icon
BP
BP
+$1.33K
5
XLB icon
Materials Select Sector SPDR Fund
XLB
+$58

Sector Composition

1 Financials 13.4%
2 Technology 12.55%
3 Communication Services 8%
4 Healthcare 6.49%
5 Energy 3.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$10K 0.01%
+198
227
$10K 0.01%
+151
228
$9K 0.01%
+7
229
$9K 0.01%
+480
230
$9K 0.01%
+101
231
$9K 0.01%
+56
232
$8K 0.01%
+553
233
$8K 0.01%
+120
234
$8K 0.01%
+50
235
$7K 0.01%
+101
236
$7K 0.01%
+500
237
$7K 0.01%
+34
238
$6K 0.01%
+116
239
$6K 0.01%
+223
240
$6K 0.01%
+141
241
$5K ﹤0.01%
+53
242
$5K ﹤0.01%
+157
243
$5K ﹤0.01%
+140
244
$5K ﹤0.01%
+380
245
$5K ﹤0.01%
+1
246
$5K ﹤0.01%
+208
247
$5K ﹤0.01%
+29
248
$4K ﹤0.01%
+46
249
$4K ﹤0.01%
+25
250
$4K ﹤0.01%
+175
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