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
$90.7M
AUM Growth
+$12.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
45
New
Increased
Reduced
Closed

Top Buys

1
+$221K
2
+$76.8K
3
+$34K
4
IBRX icon
ImmunityBio
IBRX
+$15.8K
5
STEW
SRH Total Return Fund
STEW
+$15K

Top Sells

1
+$278K
2
+$204K
3
+$58K
4
MO icon
Altria Group
MO
+$43.7K
5
MMM icon
3M
MMM
+$23.6K

Sector Composition

1 Technology 38.43%
2 Consumer Staples 16.32%
3 Financials 13.95%
4 Energy 12.54%
5 Healthcare 6.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$530K 0.58%
10,779
+300
27
$525K 0.58%
8,400
28
$461K 0.51%
251,186
+8,600
29
$439K 0.48%
4,510
30
$402K 0.44%
2,011
+384
31
$381K 0.42%
2,090
32
$363K 0.4%
3,409
+1
33
$351K 0.39%
3,997
-269
34
$255K 0.28%
2,600
35
$225K 0.25%
475
36
$221K 0.24%
114,198
-5,400
37
$221K 0.24%
+2,207
38
$220K 0.24%
1,203
39
$219K 0.24%
328
40
$211K 0.23%
1,570
+3
41
$86K 0.09%
10,650
42
$85K 0.09%
28,151
-500
43
– –
-2,200
44
– –
-8,499
1
2