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
201
$17K 0.02%
+342
202
$17K 0.02%
+2,880
203
$16K 0.02%
+220
204
$16K 0.02%
+333
205
$16K 0.02%
+202
206
$16K 0.02%
+534
207
$16K 0.02%
+629
208
$15K 0.01%
+202
209
$15K 0.01%
+222
210
$15K 0.01%
+303
211
$14K 0.01%
+1,970
212
$14K 0.01%
+200
213
$13K 0.01%
+207
214
$13K 0.01%
+260
215
$12K 0.01%
+238
216
$12K 0.01%
+289
217
$12K 0.01%
+90
218
$12K 0.01%
+220
219
$12K 0.01%
+500
220
$11K 0.01%
+188
221
$10K 0.01%
+206
222
$10K 0.01%
+21
223
$10K 0.01%
+1,511
224
$10K 0.01%
+54
225
$10K 0.01%
+320
7 8
9
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