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
$81.8M
AUM Growth
-$9.18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1
+$80.5K
2
+$74.7K
3
+$71K
4
CVX icon
Chevron
CVX
+$8.89K
5
BMY icon
Bristol-Myers Squibb
BMY
+$7.21K

Top Sells

1
+$2.51M
2
+$1.48M
3
+$1.26M
4
MCD icon
McDonald's
MCD
+$971K
5
XOM icon
Exxon Mobil
XOM
+$800K

Sector Composition

1 Technology 38.48%
2 Financials 16.7%
3 Consumer Staples 16.6%
4 Healthcare 9.17%
5 Energy 4.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$26.4M 32.24%
176,124
-16,741
2
$6.49M 7.94%
208,931
-2,200
3
$6.25M 7.63%
40,070
4
$5.11M 6.24%
21,210
-2,277
5
$2.9M 3.55%
21,981
6
$2.5M 3.06%
23,173
-6,130
7
$2.36M 2.89%
57,956
8
$2.23M 2.72%
53,691
+3
9
$1.8M 2.2%
20,291
-9,000
10
$1.56M 1.9%
9,151
-2,800
11
$1.49M 1.82%
26,239
-9,000
12
$1.41M 1.72%
8,470
13
$1.39M 1.7%
251,556
+14,600
14
$1.36M 1.66%
5,011
-4,650
15
$1.1M 1.34%
3,898
-100
16
$1.07M 1.31%
4,522
-4,100
17
$1.05M 1.28%
7,238
-19
18
$1.02M 1.25%
4,800
19
$1.02M 1.24%
6,970
+61
20
$998K 1.22%
5,907
-2,000
21
$902K 1.1%
12,511
+100
22
$871K 1.06%
28,450
-500
23
$703K 0.86%
7,125
24
$684K 0.84%
15,399
25
$658K 0.8%
1,933
1
2 3