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
$102M
AUM Growth
+$10.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
68
New
Increased
Reduced
Closed

Top Buys

1
+$3.33M
2
+$3.07M
3
+$867K
4
IWM icon
iShares Russell 2000 ETF
IWM
+$851K
5
PG icon
Procter & Gamble
PG
+$664K

Top Sells

1
+$1.28M
2
+$677K
3
+$494K
4
XOM icon
Exxon Mobil
XOM
+$407K
5
TRV icon
Travelers Companies
TRV
+$200K

Sector Composition

1 Financials 19.49%
2 Technology 11.57%
3 Energy 10.33%
4 Consumer Staples 10.28%
5 Healthcare 5.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$342K 0.33%
5,037
52
$327K 0.32%
+2,188
53
$321K 0.31%
10,237
54
$312K 0.31%
10,586
55
$292K 0.29%
4,131
56
$263K 0.26%
2,830
57
$261K 0.26%
+5,800
58
$259K 0.25%
+3,950
59
$255K 0.25%
+5,645
60
$247K 0.24%
1,875
+40
61
$244K 0.24%
10,140
62
$221K 0.22%
+1,957
63
$216K 0.21%
4,430
+70
64
$102K 0.1%
+30,000
65
– –
-1,634
66
– –
-85,300
67
– –
-151,362
1 2
3