WPA
Winning Points Advisors Portfolio holdings
AUM
$52.8M
This Quarter Return
+8.06%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$91.6M
AUM Growth
–
Cap. Flow
+$91.6M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
48.57%
Holding
61
New
61
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
|
$7.94M |
| 2 |
Bank of America
BAC
|
$6.06M |
| 3 |
Apple
AAPL
|
$5.79M |
| 4 |
Exxon Mobil
XOM
|
$4.48M |
| 5 |
Citigroup
C
|
$4.04M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Financials | 18.88% |
| 2 | Energy | 13.02% |
| 3 | Technology | 11.26% |
| 4 | Consumer Staples | 10.55% |
| 5 | Consumer Discretionary | 6.2% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
51
Abbott
ABT
$231B
| $318K | 0.35% |
+8,269
| New | +$318K |
|
52
DuPont de Nemours
DD
$32.2B
| $312K | 0.34% |
+4,252
| New | +$312K |
|
53
FlexShares Global Upstream Natural Resources Index Fund
GUNR
$5.02B
| $303K | 0.33% |
+10,586
| New | +$303K |
|
54
RTX Corp
RTX
$212B
| $285K | 0.31% |
+2,600
| New | +$285K |
|
55
Caterpillar
CAT
$196B
| $262K | 0.29% |
+2,830
| New | +$262K |
|
56
Walmart
WMT
$774B
| $234K | 0.26% |
+3,380
| New | +$234K |
|
57
Verizon
VZ
$186B
| $233K | 0.25% |
+4,360
| New | +$233K |
|
58
PNC Financial Services
PNC
$81.7B
| $219K | 0.24% |
+1,876
| New | +$219K |
|
59
Wells Fargo
WFC
$263B
| $218K | 0.24% |
+3,961
| New | +$218K |
|
60
Kimberly-Clark
KMB
$42.8B
| $209K | 0.23% |
+1,835
| New | +$209K |
|
61
Travelers Companies
TRV
$61.1B
| $200K | 0.22% |
+1,634
| New | +$200K |
|