WPA

Winning Points Advisors Portfolio holdings

AUM $52.8M
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$91.6M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
61
New
Increased
Reduced
Closed

Top Buys

1
+$7.94M
2
+$6.06M
3
+$5.79M
4
XOM icon
Exxon Mobil
XOM
+$4.48M
5
C icon
Citigroup
C
+$4.04M

Top Sells

No sells this quarter

Sector Composition

1 Financials 18.88%
2 Energy 13.02%
3 Technology 11.26%
4 Consumer Staples 10.55%
5 Consumer Discretionary 6.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.27M 1.39%
+5,084
27
$1.21M 1.32%
+33,450
28
$1.21M 1.32%
+17,923
29
$1.16M 1.27%
+23,193
30
$1.14M 1.24%
+36,857
31
$994K 1.09%
+9,500
32
$946K 1.03%
+5,962
33
$791K 0.86%
+15,090
34
$763K 0.83%
+100,700
35
$745K 0.81%
+12,744
36
$677K 0.74%
+151,362
37
$654K 0.71%
+7,296
38
$650K 0.71%
+4,356
39
$604K 0.66%
+44,223
40
$582K 0.64%
+16,870
41
$579K 0.63%
+2,420
42
$510K 0.56%
+14,400
43
$500K 0.55%
+8,902
44
$479K 0.52%
+15,755
45
$468K 0.51%
+7,471
46
$421K 0.46%
+1,484
47
$419K 0.46%
+5,900
48
$417K 0.46%
+9,402
49
$403K 0.44%
+3,869
50
$329K 0.36%
+10,237
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