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
+$210K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
67
New
Increased
Reduced
Closed

Top Buys

1 +$620K
2 +$371K
3 +$21.1K

Top Sells

1 +$1.18M
2 +$1.15M
3 +$576K
4
MSFT icon
Microsoft
MSFT
+$542K
5
AAPL icon
Apple
AAPL
+$532K

Sector Composition

1 Technology 27.07%
2 Financials 19.5%
3 Consumer Staples 13.64%
4 Healthcare 10.55%
5 Consumer Discretionary 5.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$267K 0.2%
1,800
-417
52
$261K 0.2%
4,574
-1,400
53
$222K 0.17%
2,600
54
$175K 0.13%
2,603
-25
55
$137K 0.1%
10,300
56
$127K 0.1%
12,500
-950
57
$39K 0.03%
15,000
58
-1,830
59
-1,514
60
-17,000
61
0
62
-4,933
63
-4,800
64
-2,700
65
-3,760