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
$102M
AUM Growth
+$58K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
71
New
Increased
Reduced
Closed

Top Buys

1
+$1.46M
2
+$375K
3
+$333K
4
TTNP
Titan Pharmaceuticals
TTNP
+$289K
5
JNK icon
SPDR Bloomberg High Yield Bond ETF
JNK
+$270K

Top Sells

1
+$2.09M
2
+$754K
3
+$329K
4
T icon
AT&T
T
+$321K
5
BAC icon
Bank of America
BAC
+$272K

Sector Composition

1 Financials 20.03%
2 Technology 11.15%
3 Consumer Staples 10.03%
4 Energy 9.49%
5 Healthcare 6.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$9.22M 9.01%
104,883
-23,800
2
$8.28M 8.09%
127,200
+22,500
3
$7.09M 6.93%
197,656
-1,680
4
$6.5M 6.35%
263,103
-10,999
5
$4.97M 4.86%
35,000
+500
6
$4.45M 4.35%
65,170
-2,600
7
$3.46M 3.38%
42,124
-2,588
8
$3.11M 3.03%
100,041
-6,305
9
$2.82M 2.75%
11,656
-500
10
$2.67M 2.61%
28,760
-2,000
11
$2.65M 2.59%
20,163
+2,529
12
$2.48M 2.42%
47,120
+2,200
13
$2.47M 2.42%
16,217
-750
14
$2.42M 2.36%
35,479
-2,300
15
$2.37M 2.32%
241,736
+8,457
16
$2.21M 2.16%
25,161
-200
17
$2M 1.96%
65,500
-500
18
$1.89M 1.85%
12,271
19
$1.76M 1.72%
16,569
-3,100
20
$1.54M 1.51%
3,600
21
$1.49M 1.46%
11,241
22
$1.33M 1.3%
17,785
-2,200
23
$1.26M 1.23%
10,590
-1,420
24
$1.21M 1.18%
4,328
-300
25
$1.08M 1.05%
32,150
-1,300
1
2 3