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
$133M
AUM Growth
+$8.88M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
68
New
Increased
Reduced
Closed

Top Buys

1
+$471K
2
+$412K
3
+$211K
4
RTX icon
RTX Corp
RTX
+$201K
5
LOW icon
Lowe's Companies
LOW
+$186K

Top Sells

1
+$233K
2
+$215K
3
+$30.5K
4
CVX icon
Chevron
CVX
+$23.4K
5
PG icon
Procter & Gamble
PG
+$17.9K

Sector Composition

1 Technology 25.37%
2 Financials 18.91%
3 Consumer Staples 14.1%
4 Healthcare 11.06%
5 Consumer Discretionary 5.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$323K 0.24%
5,974
+250
52
$314K 0.23%
2,217
+117
53
$285K 0.21%
1,625
54
$283K 0.21%
1,500
55
$227K 0.17%
17,000
56
$219K 0.16%
3,760
+136
57
$213K 0.16%
2,700
58
$211K 0.16%
+1,514
59
$201K 0.15%
+2,600
60
$172K 0.13%
2,628
-11
61
$136K 0.1%
10,300
-700
62
$128K 0.1%
13,450
63
$48K 0.04%
15,000
64
– –
-1,000
65
– –
-1,203
66
– –
0
1 2
3