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
251
$4K ﹤0.01%
+60
252
$4K ﹤0.01%
+441
253
$4K ﹤0.01%
+76
254
$3K ﹤0.01%
+26
255
$3K ﹤0.01%
+56
256
$3K ﹤0.01%
+101
257
$3K ﹤0.01%
+86
258
$3K ﹤0.01%
+27
259
$2K ﹤0.01%
+20
260
$2K ﹤0.01%
+26
261
$2K ﹤0.01%
+150
262
$2K ﹤0.01%
+137
263
$2K ﹤0.01%
+70
264
$2K ﹤0.01%
+400
265
$1K ﹤0.01%
+74
266
$1K ﹤0.01%
+33
267
$1K ﹤0.01%
+37
268
$1K ﹤0.01%
+100
269
$1K ﹤0.01%
+50
270
$1K ﹤0.01%
+158
271
$1K ﹤0.01%
+61
272
$1K ﹤0.01%
+50
273
$0 ﹤0.01%
+12
274
$0 ﹤0.01%
+10
275
$0 ﹤0.01%
+23
7 8 9 10
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