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
1 2
3