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
+$210K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
67
New
Increased
Reduced
Closed

Top Buys

1
+$620K
2
+$371K
3
+$21.1K

Top Sells

1
+$1.18M
2
+$1.15M
3
+$576K
4
MSFT icon
Microsoft
MSFT
+$542K
5
AAPL icon
Apple
AAPL
+$532K

Sector Composition

1 Technology 27.07%
2 Financials 19.5%
3 Consumer Staples 13.64%
4 Healthcare 10.55%
5 Consumer Discretionary 5.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$26.3M 19.68%
191,753
-3,884
2
$9.78M 7.33%
40,462
-120
3
$8.87M 6.64%
215,015
-10,099
4
$7.62M 5.71%
28,110
-2,000
5
$6M 4.5%
76,000
-598
6
$5.54M 4.15%
24,095
7
$4.5M 3.37%
28,890
-3,700
8
$4.05M 3.03%
1,385
9
$3.98M 2.98%
36,200
10
$3.38M 2.53%
14,612
-1,304
11
$2.97M 2.23%
41,993
-2,880
12
$2.92M 2.18%
61,116
-2,520
13
$2.91M 2.18%
3,328
-83
14
$2.87M 2.15%
211,781
-9,580
15
$2.85M 2.14%
11,905
-306
16
$2.57M 1.93%
56,706
-1,050
17
$2.17M 1.63%
252,325
+43,150
18
$2.01M 1.51%
31,973
-3,377
19
$1.96M 1.47%
34,930
-700
20
$1.95M 1.46%
14,475
-8,500
21
$1.83M 1.37%
39,009
-1,113
22
$1.77M 1.32%
5,543
-600
23
$1.72M 1.29%
19,526
-171
24
$1.69M 1.27%
63,930
-7,900
25
$1.5M 1.13%
9,121
-421
1
2 3