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
1451
$77 ﹤0.01%
+8
1452
$69 ﹤0.01%
+4
1453
$68 ﹤0.01%
+16
1454
$29 ﹤0.01%
+10
1455
$28 ﹤0.01%
+1
1456
$13 ﹤0.01%
+2