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
$123M
AUM Growth
+$6.72M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
72
New
Increased
Reduced
Closed

Top Buys

1
+$873K
2
+$656K
3
+$611K
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$386K
5
DD icon
DuPont de Nemours
DD
+$379K

Top Sells

1
+$2.13M
2
+$1.61M
3
+$176K
4
CAT icon
Caterpillar
CAT
+$157K
5
BP icon
BP
BP
+$63.8K

Sector Composition

1 Financials 18.12%
2 Technology 11.5%
3 Consumer Staples 10.28%
4 Energy 9.2%
5 Consumer Discretionary 6.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$418K 0.34%
3,885
52
$412K 0.34%
13,125
+2,985
53
$411K 0.33%
7,900
54
$404K 0.33%
2,800
55
$402K 0.33%
5,250
56
$379K 0.31%
+2,638
57
$352K 0.29%
10,586
58
$342K 0.28%
7,564
-3,885
59
$332K 0.27%
4,131
60
$316K 0.26%
10,767
+530
61
$288K 0.23%
1,830
-1,000
62
$281K 0.23%
5,645
63
$256K 0.21%
+958
64
$253K 0.21%
1,625
-13,691
65
$226K 0.18%
1,875
66
$224K 0.18%
4,872
67
$222K 0.18%
1,634
68
$218K 0.18%
1,486
69
$218K 0.18%
58,000
+28,000
70
$183K 0.15%
38
-2
71
– –
-3,600
1 2
3