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
$124M
AUM Growth
+$7.14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
67
New
Increased
Reduced
Closed

Top Buys

1
+$533K
2
+$265K
3
+$242K
4
SYY icon
Sysco
SYY
+$201K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$157K

Top Sells

1
+$1.54M
2
+$1.35M
3
+$1M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$986K
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$908K

Sector Composition

1 Technology 27.65%
2 Financials 16.81%
3 Consumer Staples 13.75%
4 Healthcare 13.42%
5 Consumer Discretionary 5.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$298K 0.24%
1,219
52
$265K 0.21%
+1,650
53
$246K 0.2%
1,500
54
$242K 0.19%
+1,625
55
$233K 0.19%
1,000
56
$222K 0.18%
17,000
57
$215K 0.17%
1,203
58
$213K 0.17%
3,624
+61
59
$201K 0.16%
+2,700
60
$142K 0.11%
2,639
-1,979
61
$136K 0.11%
11,000
62
$119K 0.1%
13,450
-1,000
63
$28.9K 0.02%
15,000
64
– –
-1,875
65
– –
0
1 2
3