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
101
$83K 0.08%
+1,881
102
$83K 0.08%
+533
103
$82K 0.08%
+1,565
104
$81K 0.08%
+436
105
$80K 0.08%
+1,645
106
$78K 0.07%
+1,554
107
$78K 0.07%
+931
108
$75K 0.07%
+1,796
109
$73K 0.07%
+1,707
110
$65K 0.06%
+2,188
111
$65K 0.06%
+285
112
$64K 0.06%
+605
113
$62K 0.06%
+3,600
114
$62K 0.06%
+622
115
$62K 0.06%
+1,414
116
$62K 0.06%
60
117
$60K 0.06%
+430
118
$59K 0.06%
+1,409
119
$58K 0.05%
+1,638
120
$56K 0.05%
+2,044
121
$56K 0.05%
+204
122
$55K 0.05%
+1,961
123
$53K 0.05%
+3,833
124
$52K 0.05%
+898
125
$52K 0.05%
+209
3 4
5
6 7