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
$919K
AUM Growth
-$101M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
177
New
Increased
Reduced
Closed

Top Buys

1
+$8.93K
2
+$6.28K
3
+$2.37K
4
GS icon
Goldman Sachs
GS
+$2.02K
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$1.99K

Top Sells

1
+$3.87M
2
+$1.77M
3
+$98.9K
4
VO icon
Vanguard Mid-Cap ETF
VO
+$45.9K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$44.7K

Sector Composition

1 Financials 14.87%
2 Technology 14.4%
3 Communication Services 9.62%
4 Healthcare 6.69%
5 Energy 3.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.8K 0.52%
4,728
+33
27
$4.67K 0.51%
7,940
28
$4.58K 0.5%
2,930
29
$4.3K 0.47%
3,999
30
$4.28K 0.47%
18,050
-7,078
31
$4.12K 0.45%
4,067
+318
32
$4.11K 0.45%
4,841
+300
33
$4.06K 0.44%
6,259
34
$3.67K 0.4%
7,795
-277
35
$3.5K 0.38%
5,960
36
$3.36K 0.37%
8,706
37
$3.31K 0.36%
3,064
38
$3.3K 0.36%
14,270
+75
39
$3.15K 0.34%
2,177
-676
40
$3K 0.33%
4,000
+23
41
$2.9K 0.32%
4,604
+75
42
$2.84K 0.31%
2,206
43
$2.83K 0.31%
3,197
+37
44
$2.79K 0.3%
6,820
-2,714
45
$2.67K 0.29%
12,406
-323
46
$2.63K 0.29%
4,068
+22
47
$2.57K 0.28%
1,802
48
$2.56K 0.28%
2,950
49
$2.5K 0.27%
2,631
-300
50
$2.5K 0.27%
3,374
+10
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2
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