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
$129M
AUM Growth
+$12.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
71
New
Increased
Reduced
Closed

Top Buys

1
+$238K
2
+$224K
3
+$211K
4
HD icon
Home Depot
HD
+$29.2K
5
MSFT icon
Microsoft
MSFT
+$23.6K

Top Sells

1
+$173K
2
+$103K
3
+$96.4K
4
AOD
abrdn Total Dynamic Dividend Fund
AOD
+$85.9K
5
JNK icon
SPDR Bloomberg High Yield Bond ETF
JNK
+$71.9K

Sector Composition

1 Financials 15.8%
2 Technology 12.99%
3 Consumer Staples 11.54%
4 Energy 8.94%
5 Healthcare 7.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$10.5M 8.09%
121,061
-2,000
2
$10.3M 7.97%
159,000
3
$9.62M 7.44%
202,496
-480
4
$8.09M 6.26%
52,800
5
$7.01M 5.43%
254,273
-1,250
6
$6.28M 4.86%
58,200
-667
7
$4.47M 3.46%
37,933
+200
8
$4.06M 3.14%
94,548
-2,398
9
$4M 3.09%
49,795
10
$3.61M 2.79%
44,655
-340
11
$3.35M 2.59%
53,750
-100
12
$3.33M 2.57%
3,021
+216
13
$3.22M 2.49%
16,982
14
$3.11M 2.4%
30,685
-195
15
$2.98M 2.31%
276,439
-2,400
16
$2.88M 2.23%
27,732
-600
17
$2.4M 1.86%
11,956
18
$2.39M 1.85%
12,443
+152
19
$2.05M 1.59%
16,634
-100
20
$1.91M 1.47%
35,450
21
$1.8M 1.39%
11,000
-100
22
$1.59M 1.23%
33,050
-200
23
$1.57M 1.22%
11,241
24
$1.57M 1.21%
61,100
-200
25
$1.52M 1.18%
47,025
+600
1
2 3