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

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
in Stake
Capital Flow
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