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
$117M
AUM Growth
+$12.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
64
New
Increased
Reduced
Closed

Top Buys

1
+$691K
2
+$654K
3
+$323K
4
NVDA icon
NVIDIA
NVDA
+$230K
5
TXN icon
Texas Instruments
TXN
+$214K

Top Sells

1
+$7.73M
2
+$556K
3
+$250K
4
LMT icon
Lockheed Martin
LMT
+$215K
5
MSFT icon
Microsoft
MSFT
+$120K

Sector Composition

1 Technology 27.2%
2 Healthcare 14.78%
3 Financials 14.56%
4 Consumer Staples 13.92%
5 Consumer Discretionary 6.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$23.1M 19.67%
199,340
-328
2
$9M 7.67%
1,666
-1,432
3
$6.57M 5.6%
31,309
-573
4
$6.48M 5.52%
41,134
+214
5
$5.76M 4.92%
239,624
+603
6
$5.7M 4.86%
89,700
-100
7
$3.77M 3.22%
36,200
8
$3.6M 3.07%
24,153
-42
9
$3.58M 3.05%
16,323
-59
10
$3.53M 3.01%
25,384
-4,000
11
$3.15M 2.69%
11,343
-900
12
$3.07M 2.62%
32,010
+478
13
$2.57M 2.19%
12,097
+141
14
$2.51M 2.14%
29,926
15
$2.29M 1.96%
59,385
+1,662
16
$2.13M 1.82%
213,159
-5,246
17
$2.1M 1.79%
48,909
-341
18
$2.01M 1.71%
43,173
+48
19
$1.94M 1.66%
3,448
+48
20
$1.81M 1.55%
35,136
+286
21
$1.66M 1.41%
11,141
22
$1.34M 1.14%
57,202
+782
23
$1.28M 1.09%
73,530
-1,900
24
$1.24M 1.06%
8,993
+293
25
$1.22M 1.04%
35,501
-49
1
2 3