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
$133M
AUM Growth
+$8.88M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
68
New
Increased
Reduced
Closed

Top Buys

1
+$471K
2
+$412K
3
+$211K
4
RTX icon
RTX Corp
RTX
+$201K
5
LOW icon
Lowe's Companies
LOW
+$186K

Top Sells

1
+$233K
2
+$215K
3
+$30.5K
4
CVX icon
Chevron
CVX
+$23.4K
5
PG icon
Procter & Gamble
PG
+$17.9K

Sector Composition

1 Technology 25.37%
2 Financials 18.91%
3 Consumer Staples 14.1%
4 Healthcare 11.06%
5 Consumer Discretionary 5.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.39M 1.04%
8,457
+78
27
$1.23M 0.92%
32,300
28
$1.2M 0.9%
139,100
29
$1.18M 0.88%
4,800
30
$1.11M 0.83%
71,300
31
$974K 0.73%
40,000
32
$860K 0.64%
7,175
+250
33
$827K 0.62%
33,000
34
$805K 0.6%
7,434
+158
35
$794K 0.59%
32,965
+595
36
$790K 0.59%
12,511
+45
37
$766K 0.57%
7,309
-223
38
$704K 0.53%
1,933
+426
39
$702K 0.53%
4,356
40
$623K 0.47%
17,206
+337
41
$594K 0.44%
2,427
+63
42
$536K 0.4%
2,907
+200
43
$500K 0.37%
2,627
+977
44
$438K 0.33%
4,933
+183
45
$424K 0.32%
1,830
46
$423K 0.32%
5,748
+420
47
$421K 0.32%
27,089
+857
48
$383K 0.29%
10,586
49
$380K 0.28%
958
50
$341K 0.26%
1,219
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2
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