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
$91M
AUM Growth
-$37.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
60
New
Increased
Reduced
Closed

Top Buys

1
+$656K
2
+$211K
3
+$137K
4
JPM icon
JPMorgan Chase
JPM
+$59.3K
5
WFC icon
Wells Fargo
WFC
+$39.1K

Top Sells

1
+$2.35M
2
+$2.06M
3
+$1.65M
4
MCD icon
McDonald's
MCD
+$1.43M
5
INTC icon
Intel
INTC
+$1.34M

Sector Composition

1 Technology 35.61%
2 Financials 18.92%
3 Consumer Staples 15.26%
4 Healthcare 8.09%
5 Energy 5.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$26.4M 28.98%
192,865
+1,000
2
$6.56M 7.21%
211,131
-4,100
3
$6.04M 6.63%
23,487
-2,623
4
$5.66M 6.22%
40,070
5
$3.3M 3.62%
29,303
+527
6
$3.16M 3.47%
21,981
7
$2.63M 2.89%
9,661
-1,150
8
$2.51M 2.76%
29,291
-1,806
9
$2.27M 2.49%
57,956
+1,000
10
$2.24M 2.46%
53,688
-9,000
11
$2.2M 2.42%
35,239
-26,400
12
$2.13M 2.34%
8,622
-5,800
13
$2.02M 2.22%
11,951
-12,185
14
$1.5M 1.65%
8,470
-1,000
15
$1.48M 1.63%
2,428
-1,000
16
$1.38M 1.51%
7,907
-300
17
$1.11M 1.22%
7,257
18
$1.1M 1.2%
3,998
-1,700
19
$1.07M 1.18%
4,800
20
$1M 1.1%
6,909
21
$955K 1.05%
12,411
22
$879K 0.97%
236,956
+176,830
23
$855K 0.94%
14,500
-5,000
24
$838K 0.92%
28,950
-1,400
25
$807K 0.89%
15,399
-900
1
2 3