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
+$58K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
71
New
Increased
Reduced
Closed

Top Buys

1 +$1.46M
2 +$375K
3 +$333K
4
TTNP
Titan Pharmaceuticals
TTNP
+$289K
5
JNK icon
SPDR Bloomberg High Yield Bond ETF
JNK
+$270K

Top Sells

1 +$2.09M
2 +$754K
3 +$329K
4
T icon
AT&T
T
+$321K
5
BAC icon
Bank of America
BAC
+$272K

Sector Composition

1 Financials 20.03%
2 Technology 11.15%
3 Consumer Staples 10.03%
4 Energy 9.49%
5 Healthcare 6.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$1.07M 1.04%
33,215
-2,951
27
$1.06M 1.04%
9,200
-100
28
$1.05M 1.03%
18,880
-530
29
$1.04M 1.02%
74,368
30
$1.03M 1.01%
20,400
-2,200
31
$1.01M 0.98%
114,654
+338
32
$923K 0.9%
20,193
-1,300
33
$823K 0.8%
5,544
-418
34
$778K 0.76%
50,919
-3,557
35
$724K 0.71%
12,872
+128
36
$722K 0.71%
4,117
-239
37
$627K 0.61%
11,800
-100
38
$592K 0.58%
15,432
-638
39
$566K 0.55%
9,400
-100
40
$556K 0.54%
7,676
41
$550K 0.54%
2,420
42
$550K 0.54%
14,400
43
$520K 0.51%
8,483
-419
44
$464K 0.45%
5,900
45
$453K 0.44%
13,549
-106
46
$417K 0.41%
3,885
47
$413K 0.4%
1,519
48
$386K 0.38%
7,921
-400
49
$375K 0.37%
+30,330
50
$360K 0.35%
2,188