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
$123M
AUM Growth
+$6.72M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
72
New
Increased
Reduced
Closed

Top Buys

1
+$873K
2
+$656K
3
+$611K
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$386K
5
DD icon
DuPont de Nemours
DD
+$379K

Top Sells

1
+$2.13M
2
+$1.61M
3
+$176K
4
CAT icon
Caterpillar
CAT
+$157K
5
BP icon
BP
BP
+$63.8K

Sector Composition

1 Financials 18.12%
2 Technology 11.5%
3 Consumer Staples 10.28%
4 Energy 9.2%
5 Consumer Discretionary 6.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.41M 1.14%
19,685
27
$1.3M 1.06%
21,400
-300
28
$1.17M 0.96%
34,163
-148
29
$1.15M 0.94%
21,193
-100
30
$1.15M 0.94%
121,756
+8,002
31
$1.07M 0.87%
8,900
-200
32
$857K 0.7%
4,356
33
$839K 0.68%
56,376
+5,607
34
$813K 0.66%
5,544
35
$780K 0.64%
12,732
36
$742K 0.6%
7,676
37
$656K 0.53%
+4,800
38
$642K 0.52%
16,032
-38
39
$627K 0.51%
14,400
40
$614K 0.5%
9,500
41
$612K 0.5%
2,400
-20
42
$602K 0.49%
11,900
43
$589K 0.48%
45,671
+1,078
44
$511K 0.42%
35,605
45
$491K 0.4%
1,467
+289
46
$484K 0.39%
1,519
47
$475K 0.39%
8,321
48
$471K 0.38%
8,771
-131
49
$460K 0.37%
4,357
+2,400
50
$433K 0.35%
5,900
1
2
3