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
51
$485K 0.31%
6,816
+300
52
$451K 0.29%
1,519
53
$415K 0.26%
2,600
54
$389K 0.25%
4,131
55
$355K 0.23%
10,586
56
$355K 0.23%
5,900
57
$332K 0.21%
+19,907
58
$316K 0.2%
5,610
-35
59
$308K 0.2%
958
60
$302K 0.19%
3,550
61
$272K 0.17%
4,917
62
$270K 0.17%
1,830
63
$269K 0.17%
4,838
-542
64
$260K 0.17%
5,600
65
$258K 0.16%
1,875
66
$241K 0.15%
+2,000
67
$224K 0.14%
1,634
68
$219K 0.14%
3,563
69
$212K 0.14%
+1,000
70
$208K 0.13%
14,151
-12,885
71
$201K 0.13%
14,895
-700
72
$193K 0.12%
+25,000
73
$192K 0.12%
58,000
74
$115K 0.07%
+30,000
75
$33K 0.02%
+10,000
1 2
3
4