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
$919K
AUM Growth
-$101M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
177
New
Increased
Reduced
Closed

Top Buys

1
+$8.93K
2
+$6.28K
3
+$2.37K
4
GS icon
Goldman Sachs
GS
+$2.02K
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$1.99K

Top Sells

1
+$3.87M
2
+$1.77M
3
+$98.9K
4
VO icon
Vanguard Mid-Cap ETF
VO
+$45.9K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$44.7K

Sector Composition

1 Financials 14.87%
2 Technology 14.4%
3 Communication Services 9.62%
4 Healthcare 6.69%
5 Energy 3.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$452 0.05%
487
-47,851
127
$434 0.05%
+900
128
$428 0.05%
+951
129
$426 0.05%
+801
130
$422 0.05%
+263
131
$408 0.04%
+844
132
$391 0.04%
+585
133
$387 0.04%
+1,480
134
$384 0.04%
+296
135
$383 0.04%
+2,055
136
$378 0.04%
+512
137
$376 0.04%
+498
138
$371 0.04%
+1,140
139
$359 0.04%
+292
140
$358 0.04%
+435
141
$357 0.04%
+450
142
$356 0.04%
+400
143
$352 0.04%
+552
144
$352 0.04%
+394
145
$348 0.04%
+206
146
$345 0.04%
+504
147
$345 0.04%
+320
148
$322 0.04%
+303
149
$319 0.03%
+3,635
150
$317 0.03%
+256
4 5
6
7 8