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
401
$26.4K 0.02%
+953
402
$26.3K 0.02%
+993
403
$26.3K 0.02%
+169
404
$26.2K 0.02%
+4,391
405
$26.2K 0.02%
+197
406
$26.1K 0.02%
+198
407
$26.1K 0.02%
+228
408
$26.1K 0.02%
+1,073
409
$25.9K 0.02%
+102
410
$25.8K 0.02%
+1,861
411
$25.8K 0.02%
+84
412
$25.7K 0.02%
+2,119
413
$25.5K 0.02%
+811
414
$25.4K 0.02%
+109
415
$25.4K 0.02%
+275
416
$25.4K 0.02%
+3,653
417
$25.2K 0.02%
+2,074
418
$25.1K 0.02%
+786
419
$25K 0.02%
+194
420
$25K 0.02%
+97
421
$24.9K 0.02%
+119
422
$24.8K 0.02%
+450
423
$24.7K 0.02%
+2,306
424
$24.7K 0.02%
+3,583
425
$24.4K 0.02%
+506