WPA

Winning Points Advisors Portfolio holdings

AUM $93.5M
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$129M
AUM Growth
-$8.37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$23.7M
2
+$2.21M
3
+$953K
4
SHW icon
Sherwin-Williams
SHW
+$884K
5
OXY icon
Occidental Petroleum
OXY
+$862K

Top Sells

1
+$9.72M
2
+$7.77M
3
+$7.17M
4
JNK icon
State Street SPDR Bloomberg High Yield Bond ETF
JNK
+$5.11M
5
C icon
Citigroup
C
+$3.73M

Sector Composition

1 Technology 33.34%
2 Financials 18.03%
3 Consumer Staples 15.4%
4 Healthcare 6.47%
5 Consumer Discretionary 5.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-5,645
77
– –
-1,634
78
– –
-584
79
– –
-3,563
80
– –
-5,900
81
– –
-23,000
82
– –
-9,850
1 2 3
4