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
$91.6M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
61
New
Increased
Reduced
Closed

Top Buys

1
+$7.94M
2
+$6.06M
3
+$5.79M
4
XOM icon
Exxon Mobil
XOM
+$4.48M
5
C icon
Citigroup
C
+$4.04M

Top Sells

No sells this quarter

Sector Composition

1 Financials 18.88%
2 Energy 13.02%
3 Technology 11.26%
4 Consumer Staples 10.55%
5 Consumer Discretionary 6.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$7.94M 8.67%
+90,783
2
$6.06M 6.61%
+274,101
3
$5.79M 6.32%
+199,860
4
$4.48M 4.89%
+49,648
5
$4.04M 4.41%
+68,115
6
$3.82M 4.17%
+28,300
7
$3.52M 3.85%
+110,052
8
$3.2M 3.49%
+55,400
9
$2.96M 3.23%
+40,912
10
$2.7M 2.94%
+17,803
11
$2.64M 2.89%
+30,643
12
$2.37M 2.59%
+38,179
13
$2.34M 2.55%
+19,878
14
$2.07M 2.26%
+16,979
15
$1.95M 2.13%
+11,956
16
$1.93M 2.11%
+66,900
17
$1.87M 2.05%
+209,600
18
$1.68M 1.84%
+12,542
19
$1.52M 1.66%
+109,558
20
$1.51M 1.65%
+17,977
21
$1.39M 1.52%
+3,660
22
$1.28M 1.4%
+11,151
23
$1.28M 1.39%
+12,290
24
$1.28M 1.39%
+85,300
25
$1.27M 1.39%
+23,000
1
2 3