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
276
$52.4K 0.05%
+320
277
$52.1K 0.05%
+4,980
278
$52.1K 0.05%
+1,795
279
$51.9K 0.05%
+4,555
280
$51.3K 0.05%
+543
281
$51K 0.05%
+179
282
$50.8K 0.05%
+1,597
283
$50.7K 0.05%
+162
284
$50.6K 0.05%
+618
285
$50.3K 0.05%
+111
286
$50.3K 0.05%
+911
287
$50.2K 0.05%
+10,429
288
$50K 0.05%
+2,195
289
$49.8K 0.05%
+94
290
$49.7K 0.05%
+10
291
$49.6K 0.05%
+78
292
$49.5K 0.05%
+680
293
$49.3K 0.05%
+6,274
294
$48.9K 0.05%
+40
295
$48.7K 0.05%
+514
296
$48.5K 0.05%
+4,680
297
$48.5K 0.05%
+91
298
$48.3K 0.04%
+104
299
$48K 0.04%
+406
300
$48K 0.04%
+295