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
$102M
AUM Growth
-$54.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1
+$379K
2
+$262K
3
+$213K
4
CHL
China Mobile Limited
CHL
+$75.5K
5
FTAI icon
FTAI Aviation
FTAI
+$65.6K

Top Sells

1
+$3.85M
2
+$2.95M
3
+$2.33M
4
LMT icon
Lockheed Martin
LMT
+$1.85M
5
SYY icon
Sysco
SYY
+$1.83M

Sector Composition

1 Technology 19.29%
2 Financials 15.66%
3 Consumer Staples 13.61%
4 Healthcare 10.07%
5 Energy 6.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.14M 1.12%
15,864
-500
27
$1.09M 1.07%
29,000
+2,000
28
$1.07M 1.04%
8,900
29
$853K 0.83%
27,555
-5,459
30
$735K 0.72%
4,800
31
$700K 0.68%
12,566
32
$625K 0.61%
7,925
33
$618K 0.6%
8,420
-36
34
$605K 0.59%
19,793
-600
35
$585K 0.57%
7,676
36
$578K 0.56%
16,896
-200
37
$542K 0.53%
45,900
-7,500
38
$520K 0.51%
5,100
39
$497K 0.49%
4,356
40
$420K 0.41%
121,300
41
$400K 0.39%
2,600
42
$386K 0.38%
1,219
-300
43
$383K 0.37%
3,967
+101
44
$339K 0.33%
29,500
+2,000
45
$331K 0.32%
50,450
-36,000
46
$287K 0.28%
5,900
47
$269K 0.26%
35,000
+5,000
48
$247K 0.24%
958
49
$245K 0.24%
4,131
50
$244K 0.24%
3,350
-200
1
2
3 4