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
$139M
AUM Growth
+$1.46M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
71
New
Increased
Reduced
Closed

Top Buys

1
+$624K
2
+$361K
3
+$251K
4
CHL
China Mobile Limited
CHL
+$81.4K
5
XOM icon
Exxon Mobil
XOM
+$43.2K

Top Sells

1
+$689K
2
+$97.3K
3
+$73.6K
4
GE icon
GE Aerospace
GE
+$57.8K
5
BP icon
BP
BP
+$41.9K

Sector Composition

1 Financials 16.44%
2 Technology 13.15%
3 Consumer Staples 12.17%
4 Healthcare 8.26%
5 Energy 7.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.59M 1.15%
58,400
-2,700
27
$1.52M 1.09%
3,400
28
$1.43M 1.03%
11,141
29
$1.21M 0.87%
8,900
30
$1.18M 0.85%
20,393
31
$1.14M 0.82%
33,225
-527
32
$1.02M 0.73%
25,000
+2,000
33
$871K 0.63%
4,800
34
$816K 0.59%
9,500
35
$803K 0.58%
5,858
36
$776K 0.56%
17,296
37
$759K 0.55%
18,923
-300
38
$669K 0.48%
8,456
39
$668K 0.48%
80,950
-100
40
$657K 0.47%
14,400
41
$649K 0.47%
7,925
42
$624K 0.45%
+121,300
43
$621K 0.45%
12,366
-300
44
$599K 0.43%
4,356
45
$575K 0.41%
7,676
46
$543K 0.39%
2,600
47
$502K 0.36%
3,866
48
$435K 0.31%
9,850
49
$413K 0.3%
6,516
+300
50
$382K 0.28%
27,036
-300
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