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
51
$418K 0.31%
3,573
-212
52
$409K 0.3%
8,950
+1,050
53
$407K 0.3%
38,653
-4,070
54
$394K 0.29%
30,505
55
$381K 0.28%
2,800
56
$364K 0.27%
4,131
57
$358K 0.26%
10,586
58
$342K 0.25%
6,305
59
$338K 0.25%
4,150
60
$279K 0.21%
1,830
61
$279K 0.21%
958
62
$264K 0.19%
5,445
-200
63
$254K 0.19%
10,032
64
$246K 0.18%
+4,900
65
$245K 0.18%
1,850
66
$237K 0.17%
1,486
67
$227K 0.17%
4,907
68
$213K 0.16%
+1,875
69
$213K 0.16%
+1,300
70
$212K 0.16%
+1,634
71
$177K 0.13%
58,000
72
$51K 0.04%
+15,000
73
$25K 0.02%
34
-4
74
– –
-3,674
1 2
3