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
$231M
AUM Growth
+$24.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1 +$31.2M
2 +$5.21M
3 +$5.07M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$2.94M
5
KBWB icon
Invesco KBW Bank ETF
KBWB
+$2M

Top Sells

1 +$15.4M
2 +$12.1M
3 +$11.9M
4
XYZ
Block Inc
XYZ
+$2.16M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.08M

Sector Composition

1 Technology 14.52%
2 Communication Services 10.58%
3 Financials 10.22%
4 Energy 7.38%
5 Consumer Discretionary 5.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-4,951
102
-1,457
103
-1,849