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
551
$13.5K 0.01%
+103
552
$13.5K 0.01%
+1,650
553
$13.4K 0.01%
+102
554
$13.4K 0.01%
+54
555
$13.3K 0.01%
+72
556
$13.2K 0.01%
+474
557
$13.1K 0.01%
+99
558
$13K 0.01%
+1,247
559
$12.9K 0.01%
+185
560
$12.9K 0.01%
+818
561
$12.7K 0.01%
+76
562
$12.7K 0.01%
+50
563
$12.7K 0.01%
+100
564
$12.6K 0.01%
+465
565
$12.6K 0.01%
+329
566
$12.5K 0.01%
+235
567
$12.5K 0.01%
+453
568
$12.4K 0.01%
+87
569
$12.4K 0.01%
+32
570
$12.3K 0.01%
+89
571
$12.2K 0.01%
+97
572
$12.2K 0.01%
+69
573
$12.2K 0.01%
+49
574
$12.2K 0.01%
+66
575
$12.2K 0.01%
+108