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
$125M
AUM Growth
+$2.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
74
New
Increased
Reduced
Closed

Top Buys

1
+$655K
2
+$380K
3
+$247K
4
XOM icon
Exxon Mobil
XOM
+$212K
5
OTRK
Ontrak
OTRK
+$155K

Top Sells

1
+$352K
2
+$278K
3
+$223K
4
KMB icon
Kimberly-Clark
KMB
+$202K
5
BP icon
BP
BP
+$71K

Sector Composition

1 Financials 17.96%
2 Technology 12.42%
3 Energy 9.9%
4 Consumer Staples 9.7%
5 Healthcare 6.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.41M 1.12%
4,759
27
$1.39M 1.11%
2,284
+255
28
$1.36M 1.09%
11,241
29
$1.23M 0.98%
140,556
+8,200
30
$1.15M 0.92%
33,531
-1,476
31
$1.12M 0.89%
19,685
32
$968K 0.77%
8,900
33
$851K 0.68%
13,047
-5,404
34
$849K 0.68%
56,484
35
$837K 0.67%
6,276
36
$716K 0.57%
4,356
37
$711K 0.57%
7,676
38
$705K 0.56%
12,732
39
$701K 0.56%
9,500
40
$652K 0.52%
4,800
41
$622K 0.5%
14,400
42
$596K 0.48%
2,700
43
$590K 0.47%
17,981
-11
44
$530K 0.42%
5,900
45
$528K 0.42%
11,900
46
$508K 0.41%
8,771
47
$496K 0.4%
8,125
-100
48
$469K 0.37%
42,723
-2,605
49
$441K 0.35%
1,519
50
$397K 0.32%
3,785
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