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
$52.8M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
32
New
Increased
Reduced
Closed

Top Buys

1
+$32.4M
2
+$5.97M
3
+$5.71M
4
MSFT icon
Microsoft
MSFT
+$3.05M
5
PG icon
Procter & Gamble
PG
+$2.49M

Top Sells

No sells this quarter

Sector Composition

1 Technology 51.17%
2 Consumer Staples 15.77%
3 Financials 12.47%
4 Healthcare 8.85%
5 Consumer Discretionary 6.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$317K 0.6%
+888
27
$312K 0.59%
+3,342
28
$212K 0.4%
+328
29
$143K 0.27%
+89,396
30
$80.5K 0.15%
+10,650
31
$23.6K 0.04%
+11,698
32
– –
0
1
2