WA

WPG Advisers Portfolio holdings

AUM $129M
1-Year Est. Return 24.2%
This Quarter Est. Return
1 Year Est. Return
+24.2%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$108M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,456
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Technology 12.49%
2 Real Estate 6.77%
3 Financials 5.76%
4 Healthcare 5.55%
5 Consumer Discretionary 5.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
$62.8K 0.06%
+371
252
$62.7K 0.06%
+5,562
253
$62.5K 0.06%
+116
254
$62.1K 0.06%
+275
255
$61.5K 0.06%
+730
256
$61.1K 0.06%
+303
257
$61.1K 0.06%
+1,901
258
$60.4K 0.06%
+678
259
$60.3K 0.06%
+4,952
260
$59.5K 0.06%
+216
261
$59K 0.05%
+468
262
$58.6K 0.05%
+1,112
263
$58.3K 0.05%
+630
264
$58.2K 0.05%
+147
265
$58.2K 0.05%
+482
266
$57.9K 0.05%
+377
267
$57.1K 0.05%
+5,162
268
$56.9K 0.05%
+574
269
$56.3K 0.05%
+307
270
$55.3K 0.05%
+267
271
$54.7K 0.05%
+279
272
$54.7K 0.05%
+109
273
$54.5K 0.05%
+344
274
$53.7K 0.05%
+4,987
275
$52.9K 0.05%
+715