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
$117M
AUM Growth
+$12.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
64
New
Increased
Reduced
Closed

Top Buys

1
+$691K
2
+$654K
3
+$323K
4
NVDA icon
NVIDIA
NVDA
+$230K
5
TXN icon
Texas Instruments
TXN
+$214K

Top Sells

1
+$7.73M
2
+$556K
3
+$250K
4
LMT icon
Lockheed Martin
LMT
+$215K
5
MSFT icon
Microsoft
MSFT
+$120K

Sector Composition

1 Technology 27.2%
2 Healthcare 14.78%
3 Financials 14.56%
4 Consumer Staples 13.92%
5 Consumer Discretionary 6.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$251K 0.21%
3,350
52
$249K 0.21%
1,800
53
$230K 0.2%
+17,000
54
$214K 0.18%
+1,500
55
$213K 0.18%
1,203
56
$212K 0.18%
+3,563
57
$143K 0.12%
4,618
58
$126K 0.11%
11,000
59
$115K 0.1%
14,450
-500
60
$19.9K 0.02%
15,000
61
– –
-590
62
– –
0
1 2
3