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
+$210K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
67
New
Increased
Reduced
Closed

Top Buys

1
+$620K
2
+$371K
3
+$21.1K

Top Sells

1
+$1.18M
2
+$1.15M
3
+$576K
4
MSFT icon
Microsoft
MSFT
+$542K
5
AAPL icon
Apple
AAPL
+$532K

Sector Composition

1 Technology 27.07%
2 Financials 19.5%
3 Consumer Staples 13.64%
4 Healthcare 10.55%
5 Consumer Discretionary 5.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.45M 1.09%
7,557
-900
27
$1.25M 0.94%
29,300
-3,000
28
$1.07M 0.8%
70,000
-1,300
29
$1.03M 0.78%
136,900
-2,200
30
$971K 0.73%
33,000
31
$945K 0.71%
32,965
32
$829K 0.62%
12,411
-100
33
$793K 0.59%
7,038
-396
34
$761K 0.57%
1,933
35
$739K 0.55%
6,375
-800
36
$684K 0.51%
4,117
-239
37
$620K 0.46%
+400,000
38
$607K 0.45%
5,799
-1,510
39
$593K 0.44%
41,475
+1,475
40
$554K 0.42%
14,149
-3,057
41
$510K 0.38%
2,627
42
$466K 0.35%
2,427
43
$422K 0.32%
1,219
44
$416K 0.31%
27,089
45
$410K 0.31%
958
46
$405K 0.3%
10,586
47
$335K 0.25%
1,907
-1,000
48
$316K 0.24%
4,058
-1,690
49
$310K 0.23%
1,625
50
$288K 0.22%
1,500
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2
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