WPA
Winning Points Advisors Portfolio holdings
AUM
$52.8M
This Quarter Return
+22.91%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$105M
AUM Growth
+$105M
(+2.3%)
Cap. Flow
-$16.9M
Cap. Flow
% of AUM
-16.13%
Top 10 Holdings %
Top 10 Hldgs %
58.49%
Holding
66
New
3
Increased
5
Reduced
29
Closed
7
Top Buys
| 1 |
Alibaba
BABA
|
$215K |
| 2 |
Lockheed Martin
LMT
|
$215K |
| 3 |
Cytosorbents Corp
CTSO
|
$213K |
| 4 |
SPDR Gold Trust
GLD
|
$201K |
| 5 |
Wells Fargo
WFC
|
$113K |
Top Sells
| 1 |
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
|
$3.35M |
| 2 |
SPDR Bloomberg High Yield Bond ETF
JNK
|
$3.03M |
| 3 |
iShares MSCI EAFE ETF
EFA
|
$2.01M |
| 4 |
iShares Russell 2000 ETF
IWM
|
$1.3M |
| 5 |
CHL
China Mobile Limited
CHL
|
$1.1M |
Sector Composition
| 1 | Technology | 25.55% |
| 2 | Financials | 16.08% |
| 3 | Consumer Staples | 13.66% |
| 4 | Healthcare | 12.91% |
| 5 | Consumer Discretionary | 6.68% |
