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
$105M
AUM Growth
+$2.37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
66
New
Increased
Reduced
Closed

Top Buys

1
+$215K
2
+$215K
3
+$213K
4
GLD icon
SPDR Gold Trust
GLD
+$201K
5
WFC icon
Wells Fargo
WFC
+$113K

Top Sells

1
+$3.35M
2
+$3.03M
3
+$2.01M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$1.3M
5
CHL
China Mobile Limited
CHL
+$1.09M

Sector Composition

1 Technology 25.55%
2 Financials 16.08%
3 Consumer Staples 13.66%
4 Healthcare 12.91%
5 Consumer Discretionary 6.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$215K 0.21%
+590
52
$201K 0.19%
+1,203
53
$181K 0.17%
30,000
54
$157K 0.15%
4,618
55
$124K 0.12%
11,000
-695
56
$115K 0.11%
14,950
-35,500
57
$23K 0.02%
15,000
58
– –
-19,793
59
– –
-2,600
60
– –
-58,000
61
– –
-4,131
62
– –
-14,151
63
– –
-5,900
64
– –
-29,000
1 2
3