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
$143M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
61
New
Increased
Reduced
Closed

Top Buys

1
+$22.6M
2
+$12.6M
3
+$10.2M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$7.92M
5
SHYG icon
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
+$7.49M

Top Sells

No sells this quarter

Sector Composition

1 Financials 6.95%
2 Technology 5.21%
3 Healthcare 3.97%
4 Communication Services 3.68%
5 Energy 3.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$274K 0.19%
+5,200
52
$272K 0.19%
+2,919
53
$247K 0.17%
+11,112
54
$234K 0.16%
+5,900
55
$230K 0.16%
+3,695
56
$229K 0.16%
+2,053
57
$225K 0.16%
+8,151
58
$223K 0.16%
+2,372
59
$210K 0.15%
+5,152
60
$102K 0.07%
+112
61
$49K 0.03%
+10,000
1 2
3