WA

WP Advisors Portfolio holdings

AUM $402M
1-Year Est. Return 21.81%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.81%
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 +$870K
2 +$670K
3 +$227K
4
GS icon
Goldman Sachs
GS
+$203K
5
MDY icon
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
+$194K

Top Sells

1 +$9.65M
2 +$4.41M
3 +$4.39M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$4.3M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$3.87M

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