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
$91.6M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
61
New
Increased
Reduced
Closed

Top Buys

1
+$7.94M
2
+$6.06M
3
+$5.79M
4
XOM icon
Exxon Mobil
XOM
+$4.48M
5
C icon
Citigroup
C
+$4.04M

Top Sells

No sells this quarter

Sector Composition

1 Financials 18.88%
2 Energy 13.02%
3 Technology 11.26%
4 Consumer Staples 10.55%
5 Consumer Discretionary 6.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$318K 0.35%
+8,269
52
$312K 0.34%
+2,108
53
$303K 0.33%
+10,586
54
$285K 0.31%
+4,131
55
$262K 0.29%
+2,830
56
$234K 0.26%
+10,140
57
$233K 0.25%
+4,360
58
$219K 0.24%
+1,876
59
$218K 0.24%
+3,961
60
$209K 0.23%
+1,835
61
$200K 0.22%
+1,634
1 2
3