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
+$58K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
71
New
Increased
Reduced
Closed

Top Buys

1 +$1.46M
2 +$375K
3 +$333K
4
TTNP
Titan Pharmaceuticals
TTNP
+$289K
5
JNK icon
SPDR Bloomberg High Yield Bond ETF
JNK
+$270K

Top Sells

1 +$2.09M
2 +$754K
3 +$329K
4
T icon
AT&T
T
+$321K
5
BAC icon
Bank of America
BAC
+$272K

Sector Composition

1 Financials 20.03%
2 Technology 11.15%
3 Consumer Staples 10.03%
4 Energy 9.49%
5 Healthcare 6.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$352K 0.34%
2,800
-100
52
$349K 0.34%
5,050
+1,100
53
$344K 0.34%
7,500
+1,700
54
$341K 0.33%
2,058
-50
55
$317K 0.31%
4,131
56
$307K 0.3%
2,868
+38
57
$305K 0.3%
10,586
58
$289K 0.28%
+41
59
$270K 0.26%
+2,433
60
$260K 0.25%
5,645
61
$232K 0.23%
9,240
-900
62
$229K 0.22%
1,957
63
$220K 0.22%
+553
64
$218K 0.21%
+4,872
65
$215K 0.21%
1,675
-200
66
$208K 0.2%
+1,634
67
$106K 0.1%
30,000
68
-7,296
69
-10,237
70
-4,430