WA
WP Advisors Portfolio holdings
AUM
$364M
This Quarter Return
+2.85%
1 Year Return
+20.61%
3 Year Return
+101.65%
5 Year Return
+163.5%
10 Year Return
–
AUM
$89.7M
AUM Growth
+$89.7M
(+9,664%)
Cap. Flow
+$3.13M
Cap. Flow
% of AUM
3.49%
Top 10 Holdings %
Top 10 Hldgs %
62.33%
Holding
176
New
1
Increased
38
Reduced
22
Closed
115
Top Buys
| 1 |
Alphabet (Google) Class C
GOOG
|
$2.27M |
| 2 |
Uber
UBER
|
$574K |
| 3 |
SPDR S&P Biotech ETF
XBI
|
$396K |
| 4 |
Walt Disney
DIS
|
$325K |
| 5 |
FedEx
FDX
|
$312K |
Top Sells
| 1 |
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
|
$166K |
| 2 |
AT&T
T
|
$138K |
| 3 |
Apple
AAPL
|
$133K |
| 4 |
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
|
$120K |
| 5 |
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% |
