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
$106M
AUM Growth
+$13.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
275
New
Increased
Reduced
Closed

Top Buys

1
+$358K
2
+$319K
3
+$254K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$246K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$236K

Top Sells

1
+$483K
2
+$80.7K
3
+$4.1K
4
BP icon
BP
BP
+$1.33K
5
XLB icon
Materials Select Sector SPDR Fund
XLB
+$58

Sector Composition

1 Financials 13.4%
2 Technology 12.55%
3 Communication Services 8%
4 Healthcare 6.49%
5 Energy 3.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$33K 0.03%
+7,587
152
$33K 0.03%
10,000
153
$33K 0.03%
+167
154
$32K 0.03%
+505
155
$32K 0.03%
+83
156
$31K 0.03%
+484
157
$30K 0.03%
+201
158
$30K 0.03%
+250
159
$30K 0.03%
+204
160
$29K 0.03%
+612
161
$29K 0.03%
+320
162
$28K 0.03%
+548
163
$28K 0.03%
+400
164
$27K 0.03%
+155
165
$27K 0.03%
+303
166
$27K 0.03%
+552
167
$27K 0.03%
+200
168
$27K 0.03%
+157
169
$27K 0.03%
+142
170
$26K 0.02%
+188
171
$26K 0.02%
+440
172
$26K 0.02%
+343
173
$25K 0.02%
+520
174
$25K 0.02%
+280
175
$25K 0.02%
+292
5 6
7
8 9