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
601
$11K 0.01%
+781
602
$10.9K 0.01%
+739
603
$10.9K 0.01%
+1,573
604
$10.8K 0.01%
+155
605
$10.8K 0.01%
+243
606
$10.8K 0.01%
+99
607
$10.6K 0.01%
+165
608
$10.5K 0.01%
+138
609
$10.5K 0.01%
+35
610
$10.5K 0.01%
+205
611
$10.3K 0.01%
+112
612
$10.3K 0.01%
+37
613
$10.3K 0.01%
+382
614
$10.3K 0.01%
+2,008
615
$10.3K 0.01%
+97
616
$10.3K 0.01%
+10
617
$10.2K 0.01%
+112
618
$10.1K 0.01%
+55
619
$10.1K 0.01%
+50
620
$10K 0.01%
+484
621
$9.96K 0.01%
+5
622
$9.93K 0.01%
+1,163
623
$9.9K 0.01%
+320
624
$9.89K 0.01%
+39
625
$9.88K 0.01%
+205