WPA
Winning Points Advisors Portfolio holdings
AUM
$52.8M
This Quarter Return
+12.02%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$129M
AUM Growth
+$129M
(+11%)
Cap. Flow
-$264K
Cap. Flow
% of AUM
-0.2%
Top 10 Holdings %
Top 10 Hldgs %
52.53%
Holding
71
New
2
Increased
6
Reduced
25
Closed
1
Top Buys
| 1 |
OTRK
Ontrak
OTRK
|
$237K |
| 2 |
Travelers Companies
TRV
|
$224K |
| 3 |
Verizon
VZ
|
$211K |
| 4 |
Home Depot
HD
|
$29.2K |
| 5 |
Microsoft
MSFT
|
$23.6K |
Top Sells
| 1 |
Titan Pharmaceuticals
TTNP
|
$194K |
| 2 |
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
|
$173K |
| 3 |
AOD
abrdn Total Dynamic Dividend Fund
AOD
|
$85.9K |
| 4 |
GE Aerospace
GE
|
$76.9K |
| 5 |
SPDR Bloomberg High Yield Bond ETF
JNK
|
$71.9K |
Sector Composition
| 1 | Financials | 15.8% |
| 2 | Technology | 12.99% |
| 3 | Consumer Staples | 11.54% |
| 4 | Energy | 8.94% |
| 5 | Healthcare | 7.69% |
