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
$124M
AUM Growth
+$7.14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
67
New
Increased
Reduced
Closed

Top Buys

1
+$533K
2
+$265K
3
+$242K
4
SYY icon
Sysco
SYY
+$201K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$157K

Top Sells

1
+$1.54M
2
+$1.35M
3
+$1M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$986K
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$908K

Sector Composition

1 Technology 27.65%
2 Financials 16.81%
3 Consumer Staples 13.75%
4 Healthcare 13.42%
5 Consumer Discretionary 5.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.18M 0.95%
4,800
27
$1.15M 0.92%
165,700
+5,700
28
$1.11M 0.89%
139,100
-4,000
29
$1.03M 0.83%
71,300
30
$1.02M 0.82%
32,300
-7,400
31
$780K 0.63%
7,276
-486
32
$773K 0.62%
12,466
-100
33
$758K 0.61%
6,925
-1,000
34
$648K 0.52%
32,370
+805
35
$637K 0.51%
4,356
36
$636K 0.51%
7,532
-1,536
37
$621K 0.5%
16,869
-10,475
38
$534K 0.43%
33,000
39
$533K 0.43%
+40,000
40
$518K 0.42%
1,507
+457
41
$490K 0.39%
2,707
-1,544
42
$471K 0.38%
2,364
+77
43
$416K 0.33%
5,328
-2,882
44
$393K 0.32%
4,750
+1,400
45
$370K 0.3%
26,232
+995
46
$358K 0.29%
958
47
$344K 0.28%
10,586
48
$333K 0.27%
1,830
49
$311K 0.25%
2,100
+300
50
$300K 0.24%
5,724
-1,826
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