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
$56.4M
AUM Growth
-$8.45M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
39
New
Increased
Reduced
Closed

Top Buys

1
+$208K
2
+$78.6K
3
+$29.1K
4
TGT icon
Target
TGT
+$25.6K
5
JNJ icon
Johnson & Johnson
JNJ
+$20.4K

Top Sells

1
+$1.5M
2
+$524K
3
+$424K
4
AAPL icon
Apple
AAPL
+$343K
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$262K

Sector Composition

1 Technology 53.95%
2 Consumer Staples 14.75%
3 Financials 11.67%
4 Healthcare 8.28%
5 Consumer Discretionary 6.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$28.2M 49.99%
145,531
-1,768
2
$4.39M 7.78%
40,070
+234
3
$3.93M 6.96%
142,580
-7,769
4
$2.24M 3.96%
7,134
-762
5
$2.15M 3.81%
14,690
-3,580
6
$1.38M 2.44%
9,323
-1,000
7
$1.21M 2.15%
7,731
+130
8
$1.18M 2.09%
3,883
9
$1.1M 1.95%
7,223
10
$1.01M 1.79%
27,550
11
$927K 1.64%
7,763
-1,096
12
$839K 1.49%
3,160
-210
13
$761K 1.35%
19,298
-2,573
14
$726K 1.29%
12,481
+500
15
$697K 1.23%
7,100
16
$673K 1.19%
3,944
-726
17
$568K 1.01%
10,479
-300
18
$518K 0.92%
3,457
-624
19
$433K 0.77%
13,501
+2,450
20
$418K 0.74%
2,011
21
$384K 0.68%
15,534
-2,287
22
$368K 0.65%
9,006
-400
23
$361K 0.64%
8,569
-1,963
24
$337K 0.6%
1,990
-100
25
$336K 0.6%
3,222
-200
1
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