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
+$8.88M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
68
New
Increased
Reduced
Closed

Top Buys

1
+$471K
2
+$412K
3
+$211K
4
RTX icon
RTX Corp
RTX
+$201K
5
LOW icon
Lowe's Companies
LOW
+$186K

Top Sells

1
+$233K
2
+$215K
3
+$30.5K
4
CVX icon
Chevron
CVX
+$23.4K
5
PG icon
Procter & Gamble
PG
+$17.9K

Sector Composition

1 Technology 25.37%
2 Financials 18.91%
3 Consumer Staples 14.1%
4 Healthcare 11.06%
5 Consumer Discretionary 5.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$23.9M 17.87%
195,637
+3,854
2
$8.71M 6.51%
225,114
+1,902
3
$8.04M 6.01%
40,582
-29
4
$7.12M 5.33%
30,110
-44
5
$5.81M 4.35%
76,598
+398
6
$5.31M 3.97%
24,095
-15
7
$4.96M 3.71%
32,590
+697
8
$4.06M 3.04%
1,385
-4
9
$3.94M 2.95%
36,200
10
$3.57M 2.67%
15,916
+134
11
$3.26M 2.44%
44,873
-201
12
$3.25M 2.44%
63,636
+927
13
$3.11M 2.33%
22,975
-132
14
$2.78M 2.08%
221,361
+8,758
15
$2.74M 2.05%
12,211
+55
16
$2.57M 1.92%
3,411
+42
17
$2.28M 1.71%
35,630
+230
18
$2.25M 1.69%
57,756
-14
19
$1.98M 1.48%
209,175
+43,475
20
$1.98M 1.48%
35,350
+77
21
$1.88M 1.4%
6,143
-100
22
$1.82M 1.36%
40,122
+276
23
$1.75M 1.31%
71,830
24
$1.72M 1.28%
19,697
+171
25
$1.57M 1.17%
9,542
+101
1
2 3