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
376
$30.1K 0.03%
+824
377
$29.9K 0.03%
+1,012
378
$29.7K 0.03%
+158
379
$29.6K 0.03%
+815
380
$29.6K 0.03%
+1,014
381
$29.4K 0.03%
+165
382
$29.3K 0.03%
+325
383
$29.1K 0.03%
+282
384
$29.1K 0.03%
+321
385
$29.1K 0.03%
+60
386
$29.1K 0.03%
+76
387
$29K 0.03%
+49
388
$29K 0.03%
+531
389
$28.4K 0.03%
+60
390
$28.4K 0.03%
+775
391
$28.2K 0.03%
+140
392
$28.2K 0.03%
+294
393
$28.1K 0.03%
+99
394
$27.9K 0.03%
+146
395
$27.7K 0.03%
+118
396
$27.4K 0.03%
+380
397
$27.2K 0.03%
+222
398
$27.2K 0.03%
+187
399
$27K 0.03%
+1,137
400
$26.9K 0.03%
+182