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
$91M
AUM Growth
-$37.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
60
New
Increased
Reduced
Closed

Top Buys

1
+$656K
2
+$211K
3
+$137K
4
JPM icon
JPMorgan Chase
JPM
+$59.3K
5
WFC icon
Wells Fargo
WFC
+$39.1K

Top Sells

1
+$2.35M
2
+$2.06M
3
+$1.65M
4
MCD icon
McDonald's
MCD
+$1.43M
5
INTC icon
Intel
INTC
+$1.34M

Sector Composition

1 Technology 35.61%
2 Financials 18.92%
3 Consumer Staples 15.26%
4 Healthcare 8.09%
5 Energy 5.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$774K 0.85%
7,125
27
$694K 0.76%
24,498
-10,220
28
$670K 0.74%
1,933
29
$587K 0.65%
208,598
-53,000
30
$552K 0.61%
33,433
+468
31
$471K 0.52%
4,356
32
$445K 0.49%
4,510
33
$441K 0.48%
27,202
34
$426K 0.47%
10,527
-30,000
35
$419K 0.46%
10,586
36
$366K 0.4%
2,200
37
$330K 0.36%
3,621
-1,000
38
$296K 0.33%
45,300
39
$288K 0.32%
20,500
40
$284K 0.31%
1,627
-300
41
$279K 0.31%
3,800
-1,000
42
$276K 0.3%
9,499
-2,500
43
$267K 0.29%
2,832
44
$256K 0.28%
1,625
45
$249K 0.27%
2,600
46
$225K 0.25%
525
47
$211K 0.23%
+1,567
48
$202K 0.22%
1,203
49
$86K 0.09%
10,650
50
$69K 0.08%
701
-64
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