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
51
$460K 0.1%
+786
52
$459K 0.1%
10,185
53
$457K 0.09%
4,610
54
$433K 0.09%
+17,335
55
$429K 0.09%
11,193
-2,914
56
$421K 0.09%
996
57
$418K 0.09%
2,022
+70
58
$414K 0.09%
+15,414
59
$409K 0.08%
5,068
+781
60
$396K 0.08%
+11,077
61
$377K 0.08%
+8,393
62
$371K 0.08%
2,069
63
$369K 0.08%
13,651
-792
64
$365K 0.08%
1,318
65
$361K 0.07%
32,397
66
$341K 0.07%
634
+6
67
$335K 0.07%
3,415
-3,808
68
$331K 0.07%
11,254
69
$331K 0.07%
+5,013
70
$309K 0.06%
1,850
+199
71
$298K 0.06%
9,502
-3,877
72
$290K 0.06%
+11,680
73
$278K 0.06%
3,335
74
$275K 0.06%
+1,330
75
$273K 0.06%
1,377
+108
1 2
3
4