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
$78.5M
AUM Growth
-$3.36M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1 +$2.09M
2 +$232K
3 +$213K
4
ADM icon
Archer Daniels Midland
ADM
+$204K
5
GLD icon
SPDR Gold Trust
GLD
+$204K

Top Sells

1 +$1.56M
2 +$1.49M
3 +$409K
4
ATEC icon
Alphatec Holdings
ATEC
+$393K
5
DIS icon
Walt Disney
DIS
+$282K

Sector Composition

1 Technology 35.35%
2 Consumer Staples 18.52%
3 Financials 18%
4 Healthcare 8.86%
5 Energy 5.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-1,625
52
-27,202