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
$137M
AUM Growth
+$7.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
71
New
Increased
Reduced
Closed

Top Buys

1
+$1.01M
2
+$588K
3
+$428K
4
JNK icon
State Street SPDR Bloomberg High Yield Bond ETF
JNK
+$327K
5
SMG icon
ScottsMiracle-Gro
SMG
+$305K

Top Sells

1
+$284K
2
+$226K
3
+$197K
4
BAC icon
Bank of America
BAC
+$121K
5
SPE
Special Opportunities Fund
SPE
+$94.9K

Sector Composition

1 Financials 16.26%
2 Technology 12.82%
3 Consumer Staples 11.24%
4 Healthcare 8.64%
5 Energy 8.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.59M 1.16%
3,400
27
$1.55M 1.13%
11,141
-100
28
$1.51M 1.1%
21,400
29
$1.39M 1.01%
33,752
-116
30
$1.25M 0.9%
20,393
31
$1.17M 0.85%
8,900
32
$1.04M 0.76%
23,000
+3,100
33
$912K 0.66%
19,223
-300
34
$778K 0.56%
9,500
35
$773K 0.56%
5,858
36
$733K 0.53%
17,296
-85
37
$733K 0.53%
4,800
38
$677K 0.49%
8,456
39
$675K 0.49%
81,050
-9,787
40
$666K 0.48%
7,925
41
$645K 0.47%
14,400
42
$631K 0.46%
4,356
43
$574K 0.42%
12,666
44
$558K 0.41%
7,676
45
$540K 0.39%
3,866
46
$532K 0.39%
2,600
47
$464K 0.34%
9,850
48
$405K 0.29%
6,216
49
$402K 0.29%
5,900
50
$376K 0.27%
27,336
-6,902
1
2
3