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
501
$16.5K 0.02%
+291
502
$16.4K 0.02%
+322
503
$16.4K 0.02%
+1,549
504
$16.4K 0.02%
+142
505
$16.4K 0.02%
+707
506
$16.2K 0.02%
+44
507
$16.2K 0.02%
+48
508
$16.2K 0.02%
+259
509
$16.1K 0.02%
+1,212
510
$16.1K 0.01%
+69
511
$16.1K 0.01%
+403
512
$16K 0.01%
+1,593
513
$15.9K 0.01%
+172
514
$15.8K 0.01%
+175
515
$15.8K 0.01%
+135
516
$15.7K 0.01%
+109
517
$15.7K 0.01%
+67
518
$15.6K 0.01%
+90
519
$15.5K 0.01%
+131
520
$15.4K 0.01%
+108
521
$15.4K 0.01%
+288
522
$15.3K 0.01%
+284
523
$15.3K 0.01%
+2,391
524
$15.2K 0.01%
+78
525
$15.2K 0.01%
+438