WPA
Winning Points Advisors Portfolio holdings
AUM
$52.8M
This Quarter Return
+15.42%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$124M
AUM Growth
+$124M
(+6.1%)
Cap. Flow
-$8.02M
Cap. Flow
% of AUM
-6.45%
Top 10 Holdings %
Top 10 Hldgs %
60.71%
Holding
67
New
4
Increased
13
Reduced
32
Closed
1
Top Buys
| 1 |
ImmunityBio
IBRX
|
$533K |
| 2 |
Lowe's Companies
LOW
|
$265K |
| 3 |
PNC Financial Services
PNC
|
$242K |
| 4 |
Sysco
SYY
|
$201K |
| 5 |
Vanguard S&P 500 ETF
VOO
|
$157K |
Top Sells
| 1 |
OTRK
Ontrak
OTRK
|
$1.54M |
| 2 |
Home Depot
HD
|
$1.35M |
| 3 |
Apple
AAPL
|
$1M |
| 4 |
iShares MSCI EAFE ETF
EFA
|
$986K |
| 5 |
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
|
$908K |
Sector Composition
| 1 | Technology | 27.65% |
| 2 | Financials | 16.81% |
| 3 | Consumer Staples | 13.75% |
| 4 | Healthcare | 13.42% |
| 5 | Consumer Discretionary | 5.27% |
