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
$106M
AUM Growth
+$13.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
275
New
Increased
Reduced
Closed

Top Buys

1
+$358K
2
+$319K
3
+$254K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$246K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$236K

Top Sells

1
+$483K
2
+$80.7K
3
+$4.1K
4
BP icon
BP
BP
+$1.33K
5
XLB icon
Materials Select Sector SPDR Fund
XLB
+$58

Sector Composition

1 Financials 13.4%
2 Technology 12.55%
3 Communication Services 8%
4 Healthcare 6.49%
5 Energy 3.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$126K 0.12%
+1,606
77
$124K 0.12%
+787
78
$118K 0.11%
+1,080
79
$113K 0.11%
+5,900
80
$108K 0.1%
+886
81
$107K 0.1%
+2,448
82
$106K 0.1%
+651
83
$105K 0.1%
+3,186
84
$103K 0.1%
+1,239
85
$101K 0.1%
+520
86
$100K 0.09%
+1,371
87
$99K 0.09%
+747
88
$98K 0.09%
+1,258
89
$94K 0.09%
+602
90
$94K 0.09%
+1,614
91
$93K 0.09%
+701
92
$92K 0.09%
+1,175
93
$91K 0.09%
+4,632
94
$90K 0.08%
+1,380
95
$89K 0.08%
+17,152
96
$88K 0.08%
+804
97
$87K 0.08%
+258
98
$87K 0.08%
+1,819
99
$85K 0.08%
+794
100
$84K 0.08%
+560
2 3
4
5 6