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
351
$35.9K 0.03%
+102
352
$35.8K 0.03%
+208
353
$35.6K 0.03%
+129
354
$35.5K 0.03%
+378
355
$35.1K 0.03%
+754
356
$35.1K 0.03%
+574
357
$34.6K 0.03%
+492
358
$34.3K 0.03%
+535
359
$33.9K 0.03%
+232
360
$33.8K 0.03%
+695
361
$33.4K 0.03%
+797
362
$33.1K 0.03%
+92
363
$33K 0.03%
+638
364
$32.9K 0.03%
+236
365
$32.6K 0.03%
+53
366
$32.5K 0.03%
+2,598
367
$32.4K 0.03%
+410
368
$31.9K 0.03%
+180
369
$31.4K 0.03%
+280
370
$31.3K 0.03%
+172
371
$31.1K 0.03%
+370
372
$31.1K 0.03%
+145
373
$31.1K 0.03%
+132
374
$30.9K 0.03%
+1,212
375
$30.7K 0.03%
+677