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
$81.8M
AUM Growth
-$9.18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1
+$80.5K
2
+$74.7K
3
+$71K
4
CVX icon
Chevron
CVX
+$8.89K
5
BMY icon
Bristol-Myers Squibb
BMY
+$7.21K

Top Sells

1
+$2.51M
2
+$1.48M
3
+$1.26M
4
MCD icon
McDonald's
MCD
+$971K
5
XOM icon
Exxon Mobil
XOM
+$800K

Sector Composition

1 Technology 38.48%
2 Financials 16.7%
3 Consumer Staples 16.6%
4 Healthcare 9.17%
5 Energy 4.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$628K 0.77%
208,598
27
$614K 0.75%
21,498
-3,000
28
$521K 0.64%
8,500
-6,000
29
$465K 0.57%
10,479
-48
30
$458K 0.56%
28,651
-4,782
31
$416K 0.51%
4,356
32
$409K 0.5%
27,202
33
$394K 0.48%
4,510
34
$393K 0.48%
45,300
35
$391K 0.48%
2,011
+384
36
$353K 0.43%
2,090
-110
37
$313K 0.38%
3,609
-12
38
$286K 0.35%
9,499
39
$282K 0.34%
2,832
40
$246K 0.3%
1,625
41
$217K 0.27%
2,600
42
$210K 0.26%
525
43
$115K 0.14%
10,500
-10,000
44
$78K 0.1%
10,650
45
$71K 0.09%
+28,651
46
$33K 0.04%
22,900
-2,000
47
$7K 0.01%
152
-549
48
– –
-2,428
49
– –
-1,203
50
– –
-10,586
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2
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