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
$129M
AUM Growth
+$12.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
71
New
Increased
Reduced
Closed

Top Buys

1
+$238K
2
+$224K
3
+$211K
4
HD icon
Home Depot
HD
+$29.2K
5
MSFT icon
Microsoft
MSFT
+$23.6K

Top Sells

1
+$173K
2
+$103K
3
+$96.4K
4
AOD
abrdn Total Dynamic Dividend Fund
AOD
+$85.9K
5
JNK icon
State Street SPDR Bloomberg High Yield Bond ETF
JNK
+$71.9K

Sector Composition

1 Financials 15.8%
2 Technology 12.99%
3 Consumer Staples 11.54%
4 Energy 8.94%
5 Healthcare 7.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$409K 0.32%
6,216
52
$367K 0.28%
4,150
53
$359K 0.28%
1,519
54
$347K 0.27%
10,586
55
$335K 0.26%
4,131
56
$331K 0.26%
2,700
-100
57
$324K 0.25%
24,995
-510
58
$284K 0.22%
6,305
59
$271K 0.21%
958
60
$263K 0.2%
5,645
61
$248K 0.19%
1,830
62
$241K 0.19%
5,600
-400
63
$232K 0.18%
1,875
64
$230K 0.18%
4,907
65
$226K 0.17%
9,547
66
$224K 0.17%
+1,634
67
$211K 0.16%
+3,563
68
$186K 0.14%
58,000
69
$24K 0.02%
23
-11
70
– –
-15,000
1 2
3