WPA
Winning Points Advisors Portfolio holdings
AUM
$52.8M
This Quarter Return
+2.06%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$64.9M
AUM Growth
+$64.9M
(0%)
Cap. Flow
+$0
Cap. Flow
% of AUM
0%
Top 10 Holdings %
Top 10 Hldgs %
79.77%
Holding
38
New
–
Increased
–
Reduced
–
Closed
–
Top Buys
No buys this quarter
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 48.28% |
| 2 | Consumer Staples | 16.51% |
| 3 | Financials | 13.44% |
| 4 | Healthcare | 7.55% |
| 5 | Consumer Discretionary | 6.2% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
26
Berkshire Hathaway Class B
BRK.B
$1.08T
| $424K | 0.65% |
1,188
| – | – |
|
27
Merck
MRK
$212B
| $373K | 0.57% |
3,422
| – | – |
|
28
3M
MMM
$82B
| $365K | 0.56% |
3,342
| – | – |
|
29
PepsiCo
PEP
$208B
| $355K | 0.55% |
2,090
| – | – |
|
30
Pfizer
PFE
$141B
| $318K | 0.49% |
11,051
| – | – |
|
31
Blackrock
BLK
$172B
| $266K | 0.41% |
328
| – | – |
|
32
Invesco S&P 500 Equal Weight ETF
RSP
$73.5B
| $262K | 0.4% |
1,658
| – | – |
|
33
RTX Corp
RTX
$212B
| $219K | 0.34% |
2,600
| – | – |
|
34
Lockheed Martin
LMT
$105B
| $215K | 0.33% |
475
| – | – |
|
35
Walt Disney
DIS
$212B
| $202K | 0.31% |
2,232
| – | – |
|
36
Travelers Companies
TRV
$61B
| $201K | 0.31% |
1,056
| – | – |
|
|
AOD
37
abrdn Total Dynamic Dividend Fund
AOD
$953M
| $85.8K | 0.13% |
10,650
| – | – |
|
|
CRON
38
Cronos Group
CRON
$957M
| $32.3K | 0.05% |
15,448
| – | – |
|