WPA
Winning Points Advisors Portfolio holdings
AUM
$93.5M
This Fund
S&P 500
1 Year Est. Return
–
AUM
$93.5M
AUM Growth
–
Holding
43
Top Buys
| 1 | +$43.2M | |
| 2 | +$9.09M | |
| 3 | +$7.4M | |
| 4 |
JPMorgan Chase
JPM
|
+$6.52M |
| 5 |
STEW
SRH Total Return Fund
STEW
|
+$3.31M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 49.92% |
| 2 | Financials | 12.75% |
| 3 | Consumer Discretionary | 8% |
| 4 | Consumer Staples | 7.38% |
| 5 | Healthcare | 5.22% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
ImmunityBio
IBRX
$9.25B
| $509K | 0.54% |
+722,373
|
|
||
27
Altria Group
MO
$114B
| $484K | 0.52% |
+8,399
|
|
||
28
Chevron
CVX
$368B
| $481K | 0.51% |
+5,147
|
|
||
29
RTX Corp
RTX
$280B
| $477K | 0.51% |
+2,600
|
|
||
30
Coca-Cola
KO
$336B
| $414K | 0.44% |
+5,918
|
|
||
31
Lowe's Companies
LOW
$145B
| $396K | 0.42% |
+1,644
|
|
||
32
Pacer US Small Cap Cash Cows 100 ETF
CALF
$3.46B
| $377K | 0.4% |
+8,509
|
|
||
33
Blackrock
BLK
$163B
| $351K | 0.38% |
+328
|
|
||
34
Invesco S&P 500 Equal Weight ETF
RSP
$89.5B
| $310K | 0.33% |
+1,615
|
|
||
35
Travelers Companies
TRV
$67.5B
| $306K | 0.33% |
+1,056
|
|
||
36
American Express
AXP
$214B
| $277K | 0.3% |
+750
|
|
||
37
NVIDIA
NVDA
$4.45T
| $261K | 0.28% |
+1,400
|
|
||
38
Alphabet (Google) Class C
GOOG
$3.67T
| $254K | 0.27% |
+811
|
|
||
39
Costco
COST
$447B
| $249K | 0.27% |
+288
|
|
||
40
Lockheed Martin
LMT
$153B
| $216K | 0.23% |
+447
|
|
||
41
iShares Core S&P 500 ETF
IVV
$749B
| $201K | 0.21% |
+294
|
|
||
|
AOD
42
abrdn Total Dynamic Dividend Fund
AOD
$1.07B
| $104K | 0.11% |
+10,650
|
|