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
576
$12.1K 0.01%
+92
577
$12K 0.01%
+268
578
$12K 0.01%
+321
579
$12K 0.01%
+82
580
$11.9K 0.01%
+1,793
581
$11.9K 0.01%
+377
582
$11.7K 0.01%
+582
583
$11.7K 0.01%
+231
584
$11.6K 0.01%
+49
585
$11.6K 0.01%
+136
586
$11.5K 0.01%
+76
587
$11.4K 0.01%
+550
588
$11.4K 0.01%
+128
589
$11.3K 0.01%
+972
590
$11.3K 0.01%
+690
591
$11.3K 0.01%
+563
592
$11.3K 0.01%
+67
593
$11.2K 0.01%
+373
594
$11.2K 0.01%
+1,085
595
$11.2K 0.01%
+740
596
$11.2K 0.01%
+55
597
$11.2K 0.01%
+155
598
$11.2K 0.01%
+358
599
$11.1K 0.01%
+66
600
$11K 0.01%
+104