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
176
$25K 0.02%
+650
177
$24K 0.02%
+342
178
$24K 0.02%
+395
179
$22K 0.02%
+512
180
$22K 0.02%
+1,080
181
$22K 0.02%
+528
182
$22K 0.02%
+624
183
$21K 0.02%
+2,154
184
$21K 0.02%
+425
185
$21K 0.02%
+2,092
186
$21K 0.02%
+1,362
187
$21K 0.02%
+289
188
$20K 0.02%
+613
189
$20K 0.02%
+200
190
$20K 0.02%
+186
191
$20K 0.02%
+395
192
$20K 0.02%
+300
193
$20K 0.02%
+641
194
$19K 0.02%
+347
195
$19K 0.02%
+90
196
$19K 0.02%
+284
197
$19K 0.02%
+512
198
$18K 0.02%
+501
199
$18K 0.02%
+288
200
$18K 0.02%
+538
6 7
8
9 10