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
$81.8M
AUM Growth
-$9.18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1 +$80.5K
2 +$74.7K
3 +$71K
4
CVX icon
Chevron
CVX
+$8.89K
5
BMY icon
Bristol-Myers Squibb
BMY
+$7.21K

Top Sells

1 +$2.51M
2 +$1.48M
3 +$1.26M
4
MCD icon
McDonald's
MCD
+$971K
5
XOM icon
Exxon Mobil
XOM
+$800K

Sector Composition

1 Technology 38.48%
2 Financials 16.7%
3 Consumer Staples 16.6%
4 Healthcare 9.17%
5 Energy 4.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-3,800
52
-1,567