W

WPWealth Portfolio holdings

AUM $612M
1-Year Est. Return 8.62%
This Quarter Est. Return
1 Year Est. Return
+8.62%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$482M
AUM Growth
+$68.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
92
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$4.82M
3
+$4.8M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$4.32M
5
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$4.22M

Top Sells

1
+$1.06M
2
+$611K
3
+$541K
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$374K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$345K

Sector Composition

1 Technology 2.07%
2 Financials 0.94%
3 Energy 0.51%
4 Communication Services 0.29%
5 Industrials 0.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.33M 0.28%
10,980
+1,957
27
$1.22M 0.25%
45,556
+14,616
28
$1.21M 0.25%
29,948
+2,123
29
$1.2M 0.25%
31,110
+23,623
30
$1.13M 0.23%
6,053
+850
31
$1.08M 0.22%
22,202
-339
32
$1.07M 0.22%
9,105
+348
33
$987K 0.2%
+38,604
34
$931K 0.19%
32,779
+3,946
35
$877K 0.18%
33,555
-23,397
36
$797K 0.17%
31,235
+6,475
37
$766K 0.16%
3,151
+30
38
$728K 0.15%
+19,236
39
$708K 0.15%
+19,040
40
$705K 0.15%
+20,137
41
$705K 0.15%
1,445
+314
42
$681K 0.14%
10,930
-16
43
$615K 0.13%
9,715
-1,845
44
$605K 0.13%
+20,886
45
$543K 0.11%
12,794
+527
46
$538K 0.11%
15,882
47
$508K 0.11%
+9,559
48
$492K 0.1%
+7,582
49
$483K 0.1%
3,947
50
$460K 0.1%
+2,776
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