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
$137M
AUM Growth
+$4.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$9.61M
2
+$6.26M
3
+$5.49M
4
OTRK
Ontrak
OTRK
+$2.99M
5
JNK icon
SPDR Bloomberg High Yield Bond ETF
JNK
+$2.73M

Top Sells

1
+$28.6M
2
+$2.09M
3
+$1.47M
4
CRON
Cronos Group
CRON
+$1.46M
5
OXY icon
Occidental Petroleum
OXY
+$873K

Sector Composition

1 Financials 16.26%
2 Technology 12.82%
3 Consumer Staples 11.24%
4 Healthcare 8.64%
5 Energy 8.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-3,500
77
– –
-2,352
78
– –
-27,202
79
– –
-1,933
80
– –
-15,000
81
– –
-237,833
1 2 3
4