WPA

Winning Points Advisors Portfolio holdings

AUM $93.5M
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$91M
AUM Growth
-$37.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
60
New
Increased
Reduced
Closed

Top Buys

1
+$710K
2
+$206K
3
+$151K
4
JPM icon
JPMorgan Chase
JPM
+$65.3K
5
WFC icon
Wells Fargo
WFC
+$43.9K

Top Sells

1
+$2.35M
2
+$2.25M
3
+$1.8M
4
MCD icon
McDonald's
MCD
+$1.43M
5
WMT icon
Walmart Inc
WMT
+$1.38M

Sector Composition

1 Technology 35.61%
2 Financials 18.92%
3 Consumer Staples 15.26%
4 Healthcare 8.09%
5 Energy 5.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$54K 0.06%
24,900
-43,500
52
– –
-1,219
53
– –
-2,400
54
– –
-4,400
55
– –
-26,980
56
– –
-12,200
57
– –
-2,352
58
– –
-158,153
59
– –
-15,000
1 2
3