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
526
$15K 0.01%
+770
527
$15K 0.01%
+831
528
$14.9K 0.01%
+140
529
$14.8K 0.01%
+96
530
$14.8K 0.01%
+1,655
531
$14.7K 0.01%
+79
532
$14.7K 0.01%
+130
533
$14.6K 0.01%
+289
534
$14.5K 0.01%
+426
535
$14.5K 0.01%
+732
536
$14.4K 0.01%
+64
537
$14.3K 0.01%
+58
538
$14.2K 0.01%
+88
539
$14.2K 0.01%
+277
540
$14.2K 0.01%
+110
541
$14.2K 0.01%
+247
542
$14.1K 0.01%
+122
543
$14.1K 0.01%
+108
544
$13.8K 0.01%
+111
545
$13.8K 0.01%
+305
546
$13.8K 0.01%
+629
547
$13.8K 0.01%
+1,668
548
$13.7K 0.01%
+117
549
$13.6K 0.01%
+141
550
$13.6K 0.01%
+563