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
$101M
AUM Growth
-$5.99M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
266
New
Increased
Reduced
Closed

Top Buys

1 +$3.91M
2 +$3.86M
3 +$3.85M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$3.79M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$3.79M

Top Sells

1 +$2.29M
2 +$271K
3 +$242K
4
GS icon
Goldman Sachs
GS
+$233K
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$220K

Sector Composition

1 Financials 12.86%
2 Technology 9.48%
3 Communication Services 6.75%
4 Healthcare 5.74%
5 Energy 2.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
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