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
$137M
AUM Growth
+$4.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$9.55M
2
+$7.94M
3
+$7.54M
4
GE icon
GE Aerospace
GE
+$3.35M
5
MSFT icon
Microsoft
MSFT
+$3.29M

Top Sells

1
+$22.8M
2
+$2.01M
3
+$1.46M
4
SHW icon
Sherwin-Williams
SHW
+$1.03M
5
OXY icon
Occidental Petroleum
OXY
+$873K

Sector Composition

1 Financials 16.26%
2 Technology 12.82%
3 Consumer Staples 11.24%
4 Healthcare 8.64%
5 Energy 8.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-2,352
77
– –
-27,202
78
– –
-1,933
79
– –
-15,000
80
– –
-237,833
81
– –
-29,500
1 2 3
4