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
$166M
AUM Growth
+$23.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1 +$9.01M
2 +$3.69M
3 +$2.18M
4
NFLX icon
Netflix
NFLX
+$2.17M
5
BABA icon
Alibaba
BABA
+$1.72M

Top Sells

1 +$11.7M
2 +$5.18M
3 +$2.08M
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$2.07M
5
GILD icon
Gilead Sciences
GILD
+$1.03M

Sector Composition

1 Technology 18.33%
2 Financials 11.75%
3 Communication Services 10.63%
4 Healthcare 3.79%
5 Energy 3.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$228K 0.14%
2,518
+8
77
$218K 0.13%
+5,313
78
$206K 0.12%
+1,270
79
-13,446
80
-11,911
81
-12,855