WPA

Winning Points Advisors Portfolio holdings

AUM $93.5M
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$52.8M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
32
New
Increased
Reduced
Closed

Top Buys

1
+$32.4M
2
+$5.97M
3
+$5.71M
4
MSFT icon
Microsoft
MSFT
+$3.05M
5
PG icon
Procter & Gamble
PG
+$2.49M

Top Sells

No sells this quarter

Sector Composition

1 Technology 51.17%
2 Consumer Staples 15.77%
3 Financials 12.47%
4 Healthcare 8.85%
5 Consumer Discretionary 6.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$24.8M 46.93%
+145,174
2
$4.39M 8.32%
+40,070
3
$3.93M 7.44%
+142,580
4
$2.24M 4.24%
+7,134
5
$2.15M 4.07%
+14,690
6
$1.38M 2.61%
+9,323
7
$1.21M 2.3%
+7,731
8
$1.18M 2.23%
+3,883
9
$1.1M 2.08%
+7,223
10
$1.01M 1.91%
+27,550
11
$927K 1.76%
+7,763
12
$839K 1.59%
+3,160
13
$761K 1.44%
+19,298
14
$726K 1.37%
+12,481
15
$697K 1.32%
+7,100
16
$673K 1.27%
+3,944
17
$568K 1.08%
+3,493
18
$518K 0.98%
+3,457
19
$433K 0.82%
+13,501
20
$418K 0.79%
+2,011
21
$384K 0.73%
+15,534
22
$368K 0.7%
+9,006
23
$361K 0.68%
+8,569
24
$337K 0.64%
+1,990
25
$336K 0.64%
+3,222
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