WPA
Winning Points Advisors Portfolio holdings
AUM
$52.8M
This Quarter Return
-0.97%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$132M
AUM Growth
+$132M
(-0.74%)
Cap. Flow
+$2.68M
Cap. Flow
% of AUM
2.02%
Top 10 Holdings %
Top 10 Hldgs %
60.65%
Holding
65
New
7
Increased
32
Reduced
11
Closed
3
Top Buys
| 1 |
Sherwin-Williams
SHW
|
$1.34M |
| 2 |
Procter & Gamble
PG
|
$1.13M |
| 3 |
Apple
AAPL
|
$488K |
| 4 |
Philip Morris
PM
|
$428K |
| 5 |
Invesco S&P 500 Equal Weight ETF
RSP
|
$352K |
Top Sells
| 1 |
STEW
SRH Total Return Fund
STEW
|
$822K |
| 2 |
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
|
$752K |
| 3 |
iShares MSCI EAFE ETF
EFA
|
$442K |
| 4 |
Cytosorbents Corp
CTSO
|
$412K |
| 5 |
Texas Instruments
TXN
|
$288K |
Sector Composition
| 1 | Technology | 28.19% |
| 2 | Financials | 20.3% |
| 3 | Consumer Staples | 14.99% |
| 4 | Healthcare | 7.48% |
| 5 | Consumer Discretionary | 5.56% |
