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
$137M
AUM Growth
+$4.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$9.55M
2
+$7.94M
3
+$7.54M
4
GE icon
GE Aerospace
GE
+$3.35M
5
MSFT icon
Microsoft
MSFT
+$3.29M

Top Sells

1
+$22.8M
2
+$2.01M
3
+$1.46M
4
SHW icon
Sherwin-Williams
SHW
+$1.03M
5
OXY icon
Occidental Petroleum
OXY
+$873K

Sector Composition

1 Financials 16.26%
2 Technology 12.82%
3 Consumer Staples 11.24%
4 Healthcare 8.64%
5 Energy 8.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.59M 1.16%
3,400
-28
27
$1.55M 1.13%
11,141
+1,570
28
$1.51M 1.1%
21,400
+18,700
29
$1.39M 1.01%
32,023
+15,824
30
$1.25M 0.91%
+20,393
31
$1.17M 0.85%
8,900
+6,700
32
$1.04M 0.76%
+23,000
33
$912K 0.66%
19,223
-43,965
34
$778K 0.57%
+9,500
35
$773K 0.56%
+5,600
36
$733K 0.53%
17,296
+11,322
37
$733K 0.53%
1,600
-3,200
38
$677K 0.49%
8,069
+3,448
39
$675K 0.49%
81,050
+68,550
40
$666K 0.49%
7,925
+1,150
41
$645K 0.47%
+14,400
42
$631K 0.46%
4,356
43
$574K 0.42%
12,666
+255
44
$558K 0.41%
7,676
+419
45
$540K 0.39%
3,866
+1,034
46
$532K 0.39%
+2,600
47
$464K 0.34%
+9,850
48
$405K 0.3%
+6,216
49
$402K 0.29%
+5,900
50
$376K 0.27%
+28,615
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