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
51
$365K 0.26%
2,600
52
$361K 0.26%
+8,000
53
$355K 0.26%
4,131
54
$350K 0.25%
1,519
55
$343K 0.25%
5,900
56
$330K 0.24%
10,586
57
$308K 0.22%
3,100
58
$302K 0.22%
5,645
59
$283K 0.2%
958
60
$267K 0.19%
4,917
61
$267K 0.19%
3,550
-400
62
$266K 0.19%
1,875
63
$242K 0.17%
5,380
-1,284
64
$242K 0.17%
1,634
65
$232K 0.17%
1,830
66
$230K 0.17%
5,600
67
$215K 0.16%
3,563
68
$205K 0.15%
15,595
-7,400
69
$154K 0.11%
58,000
70
$3K ﹤0.01%
18
-1
1 2
3