WPA
Winning Points Advisors Portfolio holdings
AUM
$52.8M
This Quarter Return
+1.79%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$139M
AUM Growth
+$139M
(+1.1%)
Cap. Flow
+$330K
Cap. Flow
% of AUM
0.24%
Top 10 Holdings %
Top 10 Hldgs %
52.98%
Holding
71
New
2
Increased
7
Reduced
17
Closed
–
Top Buys
| 1 |
Alphatec Holdings
ATEC
|
$624K |
| 2 |
Occidental Petroleum
OXY
|
$361K |
| 3 |
Wells Fargo
WFC
|
$251K |
| 4 |
CHL
China Mobile Limited
CHL
|
$81.4K |
| 5 |
Exxon Mobil
XOM
|
$43.2K |
Top Sells
| 1 |
Microsoft
MSFT
|
$689K |
| 2 |
EVG
Eaton Vance Short Duration Diversified Income Fund
EVG
|
$97.3K |
| 3 |
MGM Resorts International
MGM
|
$73.6K |
| 4 |
GE Aerospace
GE
|
$57.8K |
| 5 |
STEW
SRH Total Return Fund
STEW
|
$41.8K |
Sector Composition
| 1 | Financials | 16.44% |
| 2 | Technology | 13.15% |
| 3 | Consumer Staples | 12.17% |
| 4 | Healthcare | 8.26% |
| 5 | Energy | 7.82% |
