WPA
Winning Points Advisors Portfolio holdings
AUM
$52.8M
This Quarter Return
-20.23%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$102M
AUM Growth
+$102M
(-35%)
Cap. Flow
-$19M
Cap. Flow
% of AUM
-18.57%
Top 10 Holdings %
Top 10 Hldgs %
55.07%
Holding
78
New
2
Increased
12
Reduced
27
Closed
15
Top Buys
| 1 |
SPDR Bloomberg High Yield Bond ETF
JNK
|
$379K |
| 2 |
Altria Group
MO
|
$262K |
| 3 |
UBS Group
UBS
|
$213K |
| 4 |
CHL
China Mobile Limited
CHL
|
$75.5K |
| 5 |
FTAI Aviation
FTAI
|
$65.6K |
Top Sells
| 1 |
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
|
$3.85M |
| 2 |
iShares Russell 2000 ETF
IWM
|
$2.95M |
| 3 |
iShares MSCI EAFE ETF
EFA
|
$2.33M |
| 4 |
Lockheed Martin
LMT
|
$1.85M |
| 5 |
Sysco
SYY
|
$1.83M |
Sector Composition
| 1 | Technology | 19.29% |
| 2 | Financials | 15.66% |
| 3 | Consumer Staples | 13.61% |
| 4 | Healthcare | 10.07% |
| 5 | Energy | 6.21% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
76
Verizon
VZ
$186B
| – | – |
-3,563
| Closed | -$219K |
|