WPA
Winning Points Advisors Portfolio holdings
AUM
$52.8M
This Quarter Return
-1.44%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$81.8M
AUM Growth
+$81.8M
(-10%)
Cap. Flow
-$11.1M
Cap. Flow
% of AUM
-13.51%
Top 10 Holdings %
Top 10 Hldgs %
70.45%
Holding
53
New
1
Increased
7
Reduced
21
Closed
5
Top Buys
| 1 |
ImmunityBio
IBRX
|
$80.5K |
| 2 |
Lowe's Companies
LOW
|
$74.7K |
| 3 |
FTAI Infrastructure
FIP
|
$71K |
| 4 |
Chevron
CVX
|
$8.89K |
| 5 |
Bristol-Myers Squibb
BMY
|
$7.21K |
Top Sells
| 1 |
Apple
AAPL
|
$2.51M |
| 2 |
Blackrock
BLK
|
$1.48M |
| 3 |
Berkshire Hathaway Class B
BRK.B
|
$1.26M |
| 4 |
McDonald's
MCD
|
$971K |
| 5 |
Exxon Mobil
XOM
|
$800K |
Sector Composition
| 1 | Technology | 38.48% |
| 2 | Financials | 16.7% |
| 3 | Consumer Staples | 16.6% |
| 4 | Healthcare | 9.17% |
| 5 | Energy | 4.83% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
51
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$17.8B
| – | – |
-3,800
| Closed | -$279K |
|
52
Kimberly-Clark
KMB
$42.8B
| – | – |
-1,567
| Closed | -$211K |
|