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
$159M
AUM Growth
+$16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
69
New
Increased
Reduced
Closed

Top Buys

1
+$1.51M
2
+$1.02M
3
+$921K
4
AAPL icon
Apple
AAPL
+$594K
5
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$581K

Top Sells

1
+$481K
2
+$59.7K

Sector Composition

1 Financials 7.14%
2 Technology 6.46%
3 Communication Services 5.69%
4 Healthcare 3.84%
5 Energy 3.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$300K 0.19%
4,969
+11
52
$295K 0.19%
5,504
+304
53
$288K 0.18%
3,025
+106
54
$286K 0.18%
11,352
+240
55
$280K 0.18%
3,529
+342
56
$267K 0.17%
8,424
+273
57
$250K 0.16%
2,059
+6
58
$244K 0.15%
2,374
+2
59
$241K 0.15%
3,712
+17
60
$238K 0.15%
+2,109
61
$235K 0.15%
+1,023
62
$224K 0.14%
5,468
+316
63
$222K 0.14%
+3,869
64
$214K 0.13%
+1,286
65
$210K 0.13%
+673
66
$205K 0.13%
+1,804
67
$50K 0.03%
112
68
$34K 0.02%
10,000
69
– –
-29,515
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