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
$64.9M
AUM Growth
+$8.45M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
39
New
Increased
Reduced
Closed

Top Buys

1
+$1.5M
2
+$525K
3
+$424K
4
AAPL icon
Apple
AAPL
+$340K
5
MSFT icon
Microsoft
MSFT
+$287K

Top Sells

1
+$208K
2
+$70.5K
3
+$33.3K
4
BMY icon
Bristol-Myers Squibb
BMY
+$25.7K
5
JNJ icon
Johnson & Johnson
JNJ
+$20.4K

Sector Composition

1 Technology 48.28%
2 Consumer Staples 16.51%
3 Financials 13.44%
4 Healthcare 7.55%
5 Consumer Discretionary 6.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$424K 0.65%
1,188
+300
27
$373K 0.57%
3,422
+200
28
$365K 0.56%
3,997
29
$355K 0.55%
2,090
+100
30
$318K 0.49%
11,051
-2,450
31
$266K 0.41%
328
32
$262K 0.4%
+1,658
33
$219K 0.34%
+2,600
34
$215K 0.33%
+475
35
$202K 0.31%
+2,232
36
$201K 0.31%
+1,056
37
$85.8K 0.13%
10,650
38
$32.3K 0.05%
15,448
+3,750
39
– –
-1,203
1
2