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
$129M
AUM Growth
+$12.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
71
New
Increased
Reduced
Closed

Top Buys

1
+$238K
2
+$224K
3
+$211K
4
HD icon
Home Depot
HD
+$29.2K
5
MSFT icon
Microsoft
MSFT
+$23.6K

Top Sells

1
+$173K
2
+$103K
3
+$96.4K
4
AOD
abrdn Total Dynamic Dividend Fund
AOD
+$85.9K
5
JNK icon
State Street SPDR Bloomberg High Yield Bond ETF
JNK
+$71.9K

Sector Composition

1 Financials 15.8%
2 Technology 12.99%
3 Consumer Staples 11.54%
4 Energy 8.94%
5 Healthcare 7.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.45M 1.12%
3,400
27
$1.43M 1.11%
4,765
-50
28
$1.43M 1.11%
21,400
-300
29
$1.36M 1.06%
33,868
+126
30
$1.36M 1.05%
20,393
31
$1.12M 0.87%
19,523
-100
32
$1.09M 0.85%
8,900
33
$1.01M 0.79%
19,900
34
$790K 0.61%
5,858
35
$772K 0.6%
9,500
36
$757K 0.59%
4,356
37
$750K 0.58%
90,837
-10,400
38
$695K 0.54%
17,381
39
$689K 0.53%
4,800
40
$671K 0.52%
8,456
41
$634K 0.49%
7,925
-200
42
$619K 0.48%
7,676
43
$604K 0.47%
12,666
44
$599K 0.46%
14,400
45
$500K 0.39%
2,600
46
$469K 0.36%
5,900
47
$464K 0.36%
9,850
48
$461K 0.36%
34,238
-800
49
$429K 0.33%
3,866
+93
50
$411K 0.32%
8,269
-1,940
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