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
676
$8.62K 0.01%
+171
677
$8.57K 0.01%
+225
678
$8.56K 0.01%
+30
679
$8.45K 0.01%
+4
680
$8.39K 0.01%
+91
681
$8.39K 0.01%
+1,128
682
$8.39K 0.01%
+47
683
$8.37K 0.01%
+54
684
$8.37K 0.01%
+581
685
$8.25K 0.01%
+81
686
$8.25K 0.01%
+2,099
687
$8.22K 0.01%
+228
688
$8.18K 0.01%
+169
689
$8.16K 0.01%
+39
690
$8.16K 0.01%
+298
691
$8.16K 0.01%
+47
692
$8.12K 0.01%
+326
693
$8.12K 0.01%
+773
694
$8.11K 0.01%
+36
695
$8.08K 0.01%
+47
696
$8.06K 0.01%
+503
697
$8K 0.01%
+248
698
$8K 0.01%
+146
699
$7.97K 0.01%
+72
700
$7.97K 0.01%
+65