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
51
$2.38K 0.26%
2,290
+1
52
$2.37K 0.26%
+1,320
53
$2.36K 0.26%
5,859
-641
54
$2.3K 0.25%
4,912
+16
55
$2.21K 0.24%
2,476
56
$2.02K 0.22%
+1,050
57
$1.99K 0.22%
+577
58
$1.91K 0.21%
+5,309
59
$1.91K 0.21%
+1,718
60
$1.9K 0.21%
+2,013
61
$1.89K 0.21%
+1,091
62
$1.82K 0.2%
+3,654
63
$1.72K 0.19%
+3,011
64
$1.72K 0.19%
+2,904
65
$1.66K 0.18%
+4,998
66
$1.62K 0.18%
+573
67
$1.42K 0.15%
+2,650
68
$1.42K 0.15%
+1,914
69
$1.31K 0.14%
+1,622
70
$1.31K 0.14%
+520
71
$1.29K 0.14%
+3,233
72
$1.25K 0.14%
+468
73
$1.25K 0.14%
+1,622
74
$1.23K 0.13%
+913
75
$1.19K 0.13%
+2,246
1 2
3
4 5