|
WP Advisors LLC
|
| CRD # | 118268 |
| SEC # | 801-62924 |
| CIK # | 1697796 |
| AUM |
$230.1 MM (95% Disc, 100% US)
|
| Employees | 4 (50% Investors, 0% Brokers) |
| Phone | 415-777-2900 |
| Address | 353 Sacramento Street
San Francisco, CA 94111 |
| Source |
IAPD
EDGAR
Website
|
| Sector |
Holding |
Cap ($MM) |
Value ($MM) |
|
AAPL |
843,560.0 |
10.8 |
|
SHYG |
|
9.7 |
|
VEU |
|
6.5 |
|
FB |
491,090.0 |
6.4 |
|
MINT |
|
5.1 |
|
GWX |
|
4.0 |
|
VWO |
|
4.0 |
|
XLE |
|
3.7 |
|
ABBV |
115,170.0 |
3.7 |
|
EEM |
|
3.6 |
|
View All
|
[{"dt": "2017-02-10", "sector": "Basic Industries", "value": 0}, {"dt": "2017-02-10", "sector": "Capital Goods", "value": 0.000274}, {"dt": "2017-02-10", "sector": "Consumer Durables", "value": 0}, {"dt": "2017-02-10", "sector": "Consumer Non-Durables", "value": 0.000741}, {"dt": "2017-02-10", "sector": "Consumer Services", "value": 0.000351}, {"dt": "2017-02-10", "sector": "Energy", "value": 0.004787}, {"dt": "2017-02-10", "sector": "Exchange-Traded Fund", "value": 0.103059}, {"dt": "2017-02-10", "sector": "Finance", "value": 0.002032}, {"dt": "2017-02-10", "sector": "Health Care", "value": 0.005685}, {"dt": "2017-02-10", "sector": "Miscellaneous", "value": 0}, {"dt": "2017-02-10", "sector": "n/a", "value": 0}, {"dt": "2017-02-10", "sector": "Public Utilities", "value": 0.000403}, {"dt": "2017-02-10", "sector": "Technology", "value": 0.012341}, {"dt": "2017-02-10", "sector": "Transportation", "value": 0}, {"dt": "2018-02-05", "sector": "Basic Industries", "value": 0}, {"dt": "2018-02-05", "sector": "Capital Goods", "value": 0.00043}, {"dt": "2018-02-05", "sector": "Consumer Durables", "value": 0}, {"dt": "2018-02-05", "sector": "Consumer Non-Durables", "value": 0.000903}, {"dt": "2018-02-05", "sector": "Consumer Services", "value": 0.000204}, {"dt": "2018-02-05", "sector": "Energy", "value": 0.003258}, {"dt": "2018-02-05", "sector": "Exchange-Traded Fund", "value": 0.058304}, {"dt": "2018-02-05", "sector": "Finance", "value": 0.002971}, {"dt": "2018-02-05", "sector": "Health Care", "value": 0.006901}, {"dt": "2018-02-05", "sector": "Miscellaneous", "value": 0}, {"dt": "2018-02-05", "sector": "n/a", "value": 0}, {"dt": "2018-02-05", "sector": "Public Utilities", "value": 0.00037}, {"dt": "2018-02-05", "sector": "Technology", "value": 0.018365}, {"dt": "2018-02-05", "sector": "Transportation", "value": 0}]
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