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
$136M
AUM Growth
+$10.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
75
New
Increased
Reduced
Closed

Top Buys

1
+$1.02M
2
+$748K
3
+$658K
4
WMT icon
Walmart
WMT
+$657K
5
CHL
China Mobile Limited
CHL
+$289K

Top Sells

1
+$616K
2
+$345K
3
+$161K
4
STEW
SRH Total Return Fund
STEW
+$108K
5
MCD icon
McDonald's
MCD
+$106K

Sector Composition

1 Financials 16.93%
2 Technology 13.32%
3 Consumer Staples 9.96%
4 Energy 9.17%
5 Healthcare 7.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.56M 1.15%
11,000
-300
27
$1.55M 1.14%
11,241
28
$1.5M 1.1%
19,400
-893
29
$1.4M 1.03%
33,531
30
$1.24M 0.91%
140,556
31
$1.19M 0.87%
19,685
32
$1.07M 0.79%
34,125
+21,000
33
$974K 0.72%
8,700
-200
34
$907K 0.67%
6,276
35
$871K 0.64%
17,800
+5,900
36
$838K 0.62%
55,684
-800
37
$790K 0.58%
12,732
38
$767K 0.56%
4,356
39
$732K 0.54%
9,500
40
$728K 0.54%
4,800
41
$726K 0.53%
7,676
42
$685K 0.5%
12,637
-410
43
$640K 0.47%
14,400
44
$630K 0.46%
17,781
-200
45
$605K 0.44%
2,700
46
$593K 0.44%
5,900
47
$581K 0.43%
7,925
-200
48
$509K 0.37%
7,513
-1,258
49
$501K 0.37%
1,419
-100
50
$428K 0.31%
6,016
+710
1
2
3