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
$107M
AUM Growth
+$1.44M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
283
New
Increased
Reduced
Closed

Top Sells

1 +$699K
2 +$589K
3 +$345K
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$277K
5
ADBE icon
Adobe
ADBE
+$269K

Sector Composition

1 Technology 14.04%
2 Financials 13.93%
3 Communication Services 8.08%
4 Healthcare 6.7%
5 Energy 3.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$49K 0.05%
401
+4
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$48K 0.04%
1,527
+9
128
$47K 0.04%
476
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132
$44K 0.04%
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133
$44K 0.04%
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$43K 0.04%
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135
$42K 0.04%
573
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$42K 0.04%
506
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$42K 0.04%
579
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400
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$40K 0.04%
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$39K 0.04%
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$36K 0.03%
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146
$35K 0.03%
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$33K 0.03%
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$33K 0.03%
487
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149
$33K 0.03%
3,577
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150
$33K 0.03%
320