WPA
Winning Points Advisors Portfolio holdings
AUM
$52.8M
This Quarter Return
+10.21%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$157M
AUM Growth
+$157M
(+13%)
Cap. Flow
+$3.9M
Cap. Flow
% of AUM
2.49%
Top 10 Holdings %
Top 10 Hldgs %
52.48%
Holding
77
New
6
Increased
14
Reduced
18
Closed
1
Top Buys
| 1 |
Altria Group
MO
|
$1.62M |
| 2 |
Occidental Petroleum
OXY
|
$803K |
| 3 |
Procter & Gamble
PG
|
$787K |
| 4 |
FTAI Aviation
FTAI
|
$332K |
| 5 |
Skyworks Solutions
SWKS
|
$241K |
Top Sells
| 1 |
Target
TGT
|
$513K |
| 2 |
SPE
Special Opportunities Fund
SPE
|
$189K |
| 3 |
MGM Resorts International
MGM
|
$166K |
| 4 |
STEW
SRH Total Return Fund
STEW
|
$103K |
| 5 |
Exxon Mobil
XOM
|
$63.6K |
Sector Composition
| 1 | Financials | 17.43% |
| 2 | Technology | 14.83% |
| 3 | Consumer Staples | 12.97% |
| 4 | Healthcare | 8.12% |
| 5 | Energy | 7.38% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
76
Titan Pharmaceuticals
TTNP
$5.27M
| – | – |
-10,715
| Closed | -$3K |
|