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
$157M
AUM Growth
+$18.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1
+$1.62M
2
+$803K
3
+$787K
4
FTAI icon
FTAI Aviation
FTAI
+$332K
5
SWKS icon
Skyworks Solutions
SWKS
+$241K

Top Sells

1
+$513K
2
+$189K
3
+$166K
4
STEW
SRH Total Return Fund
STEW
+$103K
5
XOM icon
Exxon Mobil
XOM
+$63.6K

Sector Composition

1 Financials 17.43%
2 Technology 14.83%
3 Consumer Staples 12.97%
4 Healthcare 8.12%
5 Energy 7.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.83M 1.17%
21,400
27
$1.78M 1.13%
53,400
-5,000
28
$1.71M 1.09%
3,400
29
$1.63M 1.04%
11,141
30
$1.33M 0.85%
20,393
31
$1.23M 0.78%
33,014
-211
32
$1.22M 0.78%
8,900
33
$1.14M 0.73%
27,000
+2,000
34
$1.13M 0.72%
27,500
+19,500
35
$934K 0.6%
4,800
36
$925K 0.59%
7,217
+1,359
37
$860K 0.55%
121,300
38
$807K 0.51%
12,566
+200
39
$794K 0.51%
9,500
40
$770K 0.49%
86,450
+5,500
41
$769K 0.49%
17,096
-200
42
$734K 0.47%
8,456
43
$729K 0.46%
14,400
44
$688K 0.44%
7,925
45
$680K 0.43%
7,676
46
$643K 0.41%
4,356
47
$597K 0.38%
2,600
48
$559K 0.36%
3,866
49
$542K 0.35%
5,100
+2,000
50
$495K 0.32%
10,350
+500
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2
3 4