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
$102M
AUM Growth
+$10.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
68
New
Increased
Reduced
Closed

Top Buys

1
+$3.33M
2
+$3.07M
3
+$867K
4
IWM icon
iShares Russell 2000 ETF
IWM
+$851K
5
PG icon
Procter & Gamble
PG
+$664K

Top Sells

1
+$1.28M
2
+$677K
3
+$494K
4
XOM icon
Exxon Mobil
XOM
+$407K
5
TRV icon
Travelers Companies
TRV
+$200K

Sector Composition

1 Financials 19.49%
2 Technology 11.57%
3 Energy 10.33%
4 Consumer Staples 10.28%
5 Healthcare 5.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.18M 1.15%
22,600
-400
27
$1.17M 1.15%
36,166
-691
28
$1.09M 1.06%
19,410
+15,449
29
$1.07M 1.05%
21,493
-1,700
30
$1.04M 1.02%
74,368
-35,190
31
$1.04M 1.02%
9,300
-200
32
$992K 0.97%
5,962
33
$946K 0.92%
114,316
+13,616
34
$796K 0.78%
54,476
+10,253
35
$754K 0.74%
7,296
36
$697K 0.68%
4,356
37
$693K 0.68%
12,744
38
$657K 0.64%
11,900
-3,190
39
$604K 0.59%
16,070
-800
40
$559K 0.55%
2,420
41
$540K 0.53%
8,902
42
$528K 0.52%
14,400
43
$500K 0.49%
7,676
+205
44
$496K 0.48%
9,500
+98
45
$486K 0.48%
5,900
46
$467K 0.46%
13,771
-2,118
47
$441K 0.43%
3,885
+16
48
$414K 0.4%
1,519
+35
49
$370K 0.36%
8,321
+52
50
$352K 0.34%
2,900
+1,024
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