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
$240M
AUM Growth
-$9.57M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1 +$5.9M
2 +$4.06M
3 +$1.47M
4
KBWB icon
Invesco KBW Bank ETF
KBWB
+$919K
5
VNLA icon
Janus Henderson Short Duration Income ETF
VNLA
+$270K

Top Sells

1 +$8.59M
2 +$5.34M
3 +$1.69M
4
AAPL icon
Apple
AAPL
+$460K
5
ETSY icon
Etsy
ETSY
+$328K

Sector Composition

1 Technology 19.46%
2 Financials 14.32%
3 Communication Services 13.61%
4 Energy 10.69%
5 Healthcare 6.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-2,225
102
-26,108
103
-137,877