WPA
Winning Points Advisors Portfolio holdings
AUM
$52.8M
This Quarter Return
+6.84%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$52.8M
AUM Growth
–
Cap. Flow
+$52.8M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
82.13%
Holding
32
New
31
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Apple
AAPL
|
$24.8M |
| 2 |
Target
TGT
|
$4.39M |
| 3 |
Bank of America
BAC
|
$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 |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
26
Berkshire Hathaway Class B
BRK.B
$1.09T
| $317K | 0.54% |
+888
| New | +$317K |
|
27
3M
MMM
$82.8B
| $312K | 0.53% |
+3,342
| New | +$312K |
|
28
Blackrock
BLK
$175B
| $212K | 0.36% |
+328
| New | +$212K |
|
29
ImmunityBio
IBRX
$2.21B
| $143K | 0.24% |
+89,396
| New | +$143K |
|
|
AOD
30
abrdn Total Dynamic Dividend Fund
AOD
$963M
| $80.5K | 0.14% |
+10,650
| New | +$80.5K |
|
|
CRON
31
Cronos Group
CRON
$996M
| $23.6K | 0.04% |
+11,698
| New | +$23.6K |
|
32
ProShares UltraPro Short S&P 500
SPXU
$527M
| – | – |
0
| – | – |
|