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
201
$82.8K 0.08%
+1,444
202
$82.5K 0.08%
+245
203
$80.6K 0.07%
+326
204
$80.3K 0.07%
+455
205
$79.9K 0.07%
+536
206
$79.2K 0.07%
+267
207
$78.6K 0.07%
+131
208
$78.6K 0.07%
+1,510
209
$77.7K 0.07%
+268
210
$76.4K 0.07%
+147
211
$76.2K 0.07%
+1,088
212
$76K 0.07%
+394
213
$75.6K 0.07%
+314
214
$75.2K 0.07%
+213
215
$74.7K 0.07%
+219
216
$73.8K 0.07%
+280
217
$73.7K 0.07%
+635
218
$73.3K 0.07%
+1,645
219
$71.6K 0.07%
+125
220
$71.3K 0.07%
+3,532
221
$71.1K 0.07%
+160
222
$70.7K 0.07%
+434
223
$70.7K 0.07%
+281
224
$69.3K 0.06%
+191
225
$69.2K 0.06%
+749