WPA
Winning Points Advisors Portfolio holdings
AUM
$52.8M
This Quarter Return
+8.24%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$136M
AUM Growth
+$136M
(+8.7%)
Cap. Flow
+$2.59M
Cap. Flow
% of AUM
1.9%
Top 10 Holdings %
Top 10 Hldgs %
53.63%
Holding
75
New
5
Increased
9
Reduced
25
Closed
1
Top Buys
| 1 |
SPDR Bloomberg High Yield Bond ETF
JNK
|
$1.02M |
| 2 |
iShares MSCI EAFE ETF
EFA
|
$748K |
| 3 |
iShares Russell 2000 ETF
IWM
|
$658K |
| 4 |
Walmart
WMT
|
$657K |
| 5 |
CHL
China Mobile Limited
CHL
|
$289K |
Top Sells
| 1 |
Procter & Gamble
PG
|
$616K |
| 2 |
Citigroup
C
|
$345K |
| 3 |
STEW
SRH Total Return Fund
STEW
|
$108K |
| 4 |
McDonald's
MCD
|
$106K |
| 5 |
Bank of America
BAC
|
$97.3K |
Sector Composition
| 1 | Financials | 16.93% |
| 2 | Technology | 13.32% |
| 3 | Consumer Staples | 9.96% |
| 4 | Energy | 9.17% |
| 5 | Healthcare | 7.32% |
