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
$56.4M
AUM Growth
-$8.45M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
39
New
Increased
Reduced
Closed

Top Buys

1
+$208K
2
+$78.6K
3
+$29.1K
4
TGT icon
Target
TGT
+$25.6K
5
JNJ icon
Johnson & Johnson
JNJ
+$20.4K

Top Sells

1
+$1.5M
2
+$524K
3
+$424K
4
AAPL icon
Apple
AAPL
+$343K
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$262K

Sector Composition

1 Technology 53.95%
2 Consumer Staples 14.75%
3 Financials 11.67%
4 Healthcare 8.28%
5 Consumer Discretionary 6.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$317K 0.56%
888
-300
27
$312K 0.55%
3,997
28
$212K 0.38%
328
29
$208K 0.37%
+1,203
30
$143K 0.25%
89,396
-3,390
31
$80.5K 0.14%
10,650
32
$23.6K 0.04%
11,698
-3,750
33
– –
-2,232
34
– –
-475
35
– –
-4,510
36
– –
-1,658
37
– –
-2,600
38
– –
-4,800
39
– –
-1,056
1
2