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
$132M
AUM Growth
-$991K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
65
New
Increased
Reduced
Closed

Top Buys

1
+$1.34M
2
+$1.13M
3
+$488K
4
PM icon
Philip Morris
PM
+$428K
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$352K

Top Sells

1
+$822K
2
+$752K
3
+$442K
4
CTSO icon
Cytosorbents Corp
CTSO
+$412K
5
TXN icon
Texas Instruments
TXN
+$288K

Sector Composition

1 Technology 28.19%
2 Financials 20.3%
3 Consumer Staples 14.99%
4 Healthcare 7.48%
5 Consumer Discretionary 5.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$27.6M 20.22%
195,203
+3,450
2
$9.25M 6.77%
218,216
+3,201
3
$9.19M 6.72%
40,150
-312
4
$7.83M 5.73%
27,775
-335
5
$5.49M 4.02%
70,339
-5,661
6
$5.28M 3.87%
24,146
+51
7
$4.84M 3.54%
29,640
+750
8
$3.96M 2.9%
36,200
9
$3.56M 2.61%
14,762
+150
10
$3.33M 2.44%
12,211
+306
11
$3.15M 2.31%
22,561
+8,086
12
$3M 2.19%
42,733
+740
13
$2.88M 2.11%
63,188
+2,072
14
$2.87M 2.1%
3,428
+100
15
$2.66M 1.95%
57,506
+800
16
$1.97M 1.44%
33,549
+1,576
17
$1.96M 1.43%
149,086
-62,695
18
$1.9M 1.39%
5,788
+245
19
$1.89M 1.38%
35,430
+500
20
$1.88M 1.38%
40,527
+1,518
21
$1.58M 1.16%
8,207
+650
22
$1.57M 1.15%
57,481
-6,449
23
$1.55M 1.13%
9,571
+450
24
$1.46M 1.07%
257,148
+4,823
25
$1.37M 1%
31,750
+2,450
1
2 3