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
$91M
AUM Growth
-$37.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
60
New
Increased
Reduced
Closed

Top Buys

1
+$656K
2
+$211K
3
+$137K
4
JPM icon
JPMorgan Chase
JPM
+$59.3K
5
WFC icon
Wells Fargo
WFC
+$39.1K

Top Sells

1
+$2.35M
2
+$2.06M
3
+$1.65M
4
MCD icon
McDonald's
MCD
+$1.43M
5
INTC icon
Intel
INTC
+$1.34M

Sector Composition

1 Technology 35.61%
2 Financials 18.92%
3 Consumer Staples 15.26%
4 Healthcare 8.09%
5 Energy 5.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$54K 0.06%
24,900
-43,500
52
– –
-2,400
53
– –
-1,219
54
– –
-4,400
55
– –
-26,980
56
– –
-12,200
57
– –
-2,352
58
– –
-158,153
59
– –
-15,000
1 2
3