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
$919K
AUM Growth
-$101M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
177
New
Increased
Reduced
Closed

Top Buys

1 +$8.93K
2 +$6.28K
3 +$2.37K
4
GS icon
Goldman Sachs
GS
+$2.02K
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$1.99K

Top Sells

1 +$3.87M
2 +$1.77M
3 +$98.9K
4
VO icon
Vanguard Mid-Cap ETF
VO
+$45.9K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$44.7K

Sector Composition

1 Financials 14.87%
2 Technology 14.4%
3 Communication Services 9.62%
4 Healthcare 6.69%
5 Energy 3.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
-55,758
177
-27,010