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
$89.7M
AUM Growth
+$88.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
176
New
Increased
Reduced
Closed

Top Buys

1
+$2.27M
2
+$574K
3
+$396K
4
DIS icon
Walt Disney
DIS
+$325K
5
FDX icon
FedEx
FDX
+$312K

Top Sells

1
+$166K
2
+$138K
3
+$133K
4
SHYG icon
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
+$120K
5
XLE icon
Energy Select Sector SPDR Fund
XLE
+$117K

Sector Composition

1 Financials 15.93%
2 Technology 14.85%
3 Communication Services 13.53%
4 Healthcare 5.98%
5 Energy 3.13%
Name Market Value Portfolio Weight Shares or Principal Change
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