WPA

Winning Points Advisors Portfolio holdings

AUM $93.5M
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$93.5M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
43
New
Increased
Reduced
Closed

Top Buys

1 +$43.2M
2 +$9.09M
3 +$7.4M
4
JPM icon
JPMorgan Chase
JPM
+$6.52M
5
STEW
SRH Total Return Fund
STEW
+$3.31M

Top Sells

No sells this quarter

Sector Composition

1 Technology 49.92%
2 Financials 12.75%
3 Consumer Discretionary 8%
4 Consumer Staples 7.38%
5 Healthcare 5.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
AAPL icon
1
Apple
AAPL
$3.87T
$39.4M 42.13%
+160,788
MSFT icon
2
Microsoft
MSFT
$3.04T
$7.02M 7.51%
+14,774
BAC icon
3
Bank of America
BAC
$361B
$5.9M 6.31%
+172,033
MCD icon
4
McDonald's
MCD
$235B
$5.26M 5.62%
+3,957
STEW
5
SRH Total Return Fund
STEW
$1.72B
$3.41M 3.65%
+184,162
JPM icon
6
JPMorgan Chase
JPM
$805B
$2.95M 3.16%
+21,063
PG icon
7
Procter & Gamble
PG
$367B
$2.66M 2.85%
+18,578
WMT icon
8
Walmart Inc
WMT
$1.02T
$1.76M 1.88%
+15,802
ABBV icon
9
AbbVie
ABBV
$416B
$1.57M 1.68%
+6,889
SHW icon
10
Sherwin-Williams
SHW
$86B
$1.55M 1.66%
+4,800
UPS icon
11
United Parcel Service
UPS
$93.8B
$1.3M 1.39%
+13,593
JNJ icon
12
Johnson & Johnson
JNJ
$590B
$1.3M 1.39%
+6,264
XOM icon
13
Exxon Mobil
XOM
$623B
$1.27M 1.36%
+16,638
VOO icon
14
Vanguard S&P 500 ETF
VOO
$856B
$1.21M 1.3%
+1,933
HD icon
15
Home Depot
HD
$367B
$984K 1.05%
+2,861
ABT icon
16
Abbott
ABT
$197B
$923K 0.99%
+7,370
WFC icon
17
Wells Fargo
WFC
$257B
$870K 0.93%
+36,306
MGM icon
18
MGM Resorts International
MGM
$9.34B
$848K 0.91%
+23,250
PM icon
19
Philip Morris
PM
$278B
$723K 0.77%
+4,510
UBS icon
20
UBS Group
UBS
$123B
$695K 0.74%
+39,780
BP icon
21
BP
BP
$98.9B
$659K 0.7%
+18,972
TGT icon
22
Target
TGT
$54.9B
$611K 0.65%
+6,252
BMY icon
23
Bristol-Myers Squibb
BMY
$127B
$583K 0.62%
+10,808
BRK.B icon
24
Berkshire Hathaway Class B
BRK.B
$1.05T
$572K 0.61%
+3,138
MMM icon
25
3M
MMM
$84.7B
$517K 0.55%
+3,232