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
$132M
AUM Growth
-$991K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
65
New
Increased
Reduced
Closed

Top Buys

1
+$1.4M
2
+$1.15M
3
+$508K
4
PM icon
Philip Morris
PM
+$454K
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$360K

Top Sells

1
+$857K
2
+$753K
3
+$453K
4
CTSO icon
Cytosorbents Corp
CTSO
+$412K
5
TXN icon
Texas Instruments
TXN
+$288K

Sector Composition

1 Technology 28.19%
2 Financials 20.3%
3 Consumer Staples 14.99%
4 Healthcare 7.48%
5 Consumer Discretionary 5.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.34M 1.01%
+4,800
27
$1.2M 0.91%
1,326
-59
28
$958K 0.72%
10,939
-8,587
29
$873K 0.66%
29,500
-3,500
30
$870K 0.66%
71,300
+1,300
31
$800K 0.6%
6,775
+400
32
$783K 0.59%
7,257
+219
33
$762K 0.58%
1,933
34
$734K 0.55%
12,411
35
$721K 0.54%
7,109
+1,310
36
$714K 0.54%
32,965
37
$701K 0.53%
86,200
-50,700
38
$697K 0.53%
16,199
+2,050
39
$639K 0.48%
4,356
+239
40
$533K 0.4%
2,627
41
$479K 0.36%
2,832
+925
42
$433K 0.33%
27,202
+113
43
$428K 0.32%
43,958
+2,483
44
$428K 0.32%
+4,510
45
$411K 0.31%
958
46
$387K 0.29%
10,586
47
$352K 0.27%
+2,352
48
$347K 0.26%
4,621
+563
49
$345K 0.26%
1,219
50
$334K 0.25%
5,974
+1,400
1
2
3