WPA
Winning Points Advisors Portfolio holdings
AUM
$52.8M
This Quarter Return
+1.76%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$125M
AUM Growth
+$125M
(+2.4%)
Cap. Flow
+$490K
Cap. Flow
% of AUM
0.39%
Top 10 Holdings %
Top 10 Hldgs %
53.33%
Holding
74
New
2
Increased
8
Reduced
17
Closed
3
Top Buys
| 1 |
iShares Russell 2000 ETF
IWM
|
$655K |
| 2 |
SPDR Bloomberg High Yield Bond ETF
JNK
|
$380K |
| 3 |
McKesson
MCK
|
$247K |
| 4 |
Exxon Mobil
XOM
|
$212K |
| 5 |
OTRK
Ontrak
OTRK
|
$155K |
Top Sells
| 1 |
GE Aerospace
GE
|
$353K |
| 2 |
Southern Copper
SCCO
|
$278K |
| 3 |
Travelers Companies
TRV
|
$223K |
| 4 |
Kimberly-Clark
KMB
|
$202K |
| 5 |
Pfizer
PFE
|
$50.8K |
Sector Composition
| 1 | Financials | 17.96% |
| 2 | Technology | 12.42% |
| 3 | Energy | 9.9% |
| 4 | Consumer Staples | 9.7% |
| 5 | Healthcare | 6.28% |
