WPA
Winning Points Advisors Portfolio holdings
AUM
$52.8M
1 Year Est. Return
–
AUM
$52.8M
AUM Growth
–
Holding
32
Top Buys
| 1 | +$24.8M | |
| 2 | +$4.39M | |
| 3 | +$3.93M | |
| 4 |
Microsoft
MSFT
|
+$2.24M |
| 5 |
Procter & Gamble
PG
|
+$2.15M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 51.17% |
| 2 | Consumer Staples | 15.77% |
| 3 | Financials | 12.47% |
| 4 | Healthcare | 8.85% |
| 5 | Consumer Discretionary | 6.53% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
Apple
AAPL
$3.67T
| $24.8M | 41.81% |
+145,174
|
|
||
2
Target
TGT
$40.9B
| $4.39M | 7.41% |
+40,070
|
|
||
3
Bank of America
BAC
$370B
| $3.93M | 6.63% |
+142,580
|
|
||
|
4
Microsoft
MSFT
$3.8T
| $2.24M | 3.78% |
+7,134
|
|
||
|
5
Procter & Gamble
PG
$350B
| $2.15M | 3.63% |
+14,690
|
|
||
6
JPMorgan Chase
JPM
$813B
| $1.38M | 2.32% |
+9,323
|
|
||
7
Johnson & Johnson
JNJ
$463B
| $1.21M | 2.05% |
+7,731
|
|
||
8
Home Depot
HD
$386B
| $1.18M | 1.99% |
+3,883
|
|
||
9
AbbVie
ABBV
$401B
| $1.1M | 1.86% |
+7,223
|
|
||
10
MGM Resorts International
MGM
$8.63B
| $1.01M | 1.7% |
+27,550
|
|
||
11
Exxon Mobil
XOM
$472B
| $927K | 1.57% |
+7,763
|
|
||
12
McDonald's
MCD
$218B
| $839K | 1.42% |
+3,160
|
|
||
13
BP
BP
$84.1B
| $761K | 1.28% |
+19,298
|
|
||
14
Bristol-Myers Squibb
BMY
$88.3B
| $726K | 1.22% |
+12,481
|
|
||
15
Abbott
ABT
$222B
| $697K | 1.18% |
+7,100
|
|
||
16
Chevron
CVX
$306B
| $673K | 1.14% |
+3,944
|
|
||
17
Walmart
WMT
$849B
| $568K | 0.96% |
+3,493
|
|
||
18
Diageo
DEO
$54.8B
| $518K | 0.87% |
+3,457
|
|
||
19
Pfizer
PFE
$138B
| $433K | 0.73% |
+13,501
|
|
||
20
Lowe's Companies
LOW
$136B
| $418K | 0.71% |
+2,011
|
|
||
21
UBS Group
UBS
$123B
| $384K | 0.65% |
+15,534
|
|
||
22
Wells Fargo
WFC
$265B
| $368K | 0.62% |
+9,006
|
|
||
23
Altria Group
MO
$108B
| $361K | 0.61% |
+8,569
|
|
||
24
PepsiCo
PEP
$209B
| $337K | 0.57% |
+1,990
|
|
||
25
Merck
MRK
$210B
| $336K | 0.57% |
+3,222
|
|