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
$132M
AUM Growth
-$991K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
65
New
Increased
Reduced
Closed

Top Buys

1 +$1.34M
2 +$1.13M
3 +$488K
4
PM icon
Philip Morris
PM
+$428K
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$352K

Top Sells

1 +$822K
2 +$752K
3 +$442K
4
CTSO icon
Cytosorbents Corp
CTSO
+$412K
5
TXN icon
Texas Instruments
TXN
+$288K

Sector Composition

1 Technology 28.19%
2 Financials 20.3%
3 Consumer Staples 14.99%
4 Healthcare 7.48%
5 Consumer Discretionary 5.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$331K 0.24%
2,200
+400
52
$317K 0.23%
1,625
53
$223K 0.16%
2,600
54
$212K 0.16%
+2,700
55
$209K 0.15%
1,427
-1,000
56
$205K 0.15%
+1,545
57
$202K 0.15%
+3,740
58
$199K 0.15%
237,833
-162,167
59
$122K 0.09%
12,500
60
$41K 0.03%
+3,500
61
$31K 0.02%
15,000
62
-10,300
63
-2,603
64
-1,500