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
$129M
AUM Growth
-$8.37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$24.7M
2
+$2.27M
3
+$1.11M
4
CRON
Cronos Group
CRON
+$1.02M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$803K

Top Sells

1
+$9.57M
2
+$7.66M
3
+$7.23M
4
JNK icon
SPDR Bloomberg High Yield Bond ETF
JNK
+$5.02M
5
C icon
Citigroup
C
+$3.73M

Sector Composition

1 Technology 33.34%
2 Financials 18.03%
3 Consumer Staples 15.4%
4 Healthcare 6.47%
5 Consumer Discretionary 5.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.11M 0.86%
+19,500
27
$1.02M 0.79%
+261,598
28
$1.02M 0.79%
34,718
-59,862
29
$906K 0.7%
12,411
-255
30
$844K 0.66%
16,299
-15,724
31
$843K 0.65%
7,125
-800
32
$803K 0.62%
+1,933
33
$725K 0.56%
+32,965
34
$542K 0.42%
4,356
35
$532K 0.41%
+27,202
36
$521K 0.4%
+45,300
37
$496K 0.39%
10,586
38
$424K 0.33%
4,510
+560
39
$395K 0.31%
4,800
-116,261
40
$390K 0.3%
+1,927
41
$388K 0.3%
2,832
-1,034
42
$388K 0.3%
+11,999
43
$379K 0.29%
4,621
-3,448
44
$371K 0.29%
+2,352
45
$368K 0.29%
2,200
-6,700
46
$339K 0.26%
+60,126
47
$320K 0.25%
+20,500
48
$300K 0.23%
1,625
-975
49
$258K 0.2%
2,600
50
$257K 0.2%
1,219
-300
1
2
3 4