WPA

Winning Points Advisors Portfolio holdings

AUM $52.8M
This Quarter Est. Return
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$52.8M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
32
New
Increased
Reduced
Closed

Top Buys

1 +$24.8M
2 +$4.39M
3 +$3.93M
4
MSFT icon
Microsoft
MSFT
+$2.24M
5
PG icon
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
BRK.B icon
26
Berkshire Hathaway Class B
BRK.B
$1.06T
$317K 0.54%
+888
MMM icon
27
3M
MMM
$81.3B
$312K 0.53%
+3,342
BLK icon
28
Blackrock
BLK
$180B
$212K 0.36%
+328
IBRX icon
29
ImmunityBio
IBRX
$2.27B
$143K 0.24%
+89,396
AOD
30
abrdn Total Dynamic Dividend Fund
AOD
$1.01B
$80.5K 0.14%
+10,650
CRON
31
Cronos Group
CRON
$954M
$23.6K 0.04%
+11,698
SPXU icon
32
ProShares UltraPro Short S&P 500
SPXU
$553M
0