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
51
$240K 0.23%
1,875
52
$239K 0.23%
10,586
53
$213K 0.21%
+23,000
54
$212K 0.21%
1,830
55
$205K 0.2%
29,275
+9,368
56
$182K 0.18%
4,618
-220
57
$171K 0.17%
30,000
+5,000
58
$134K 0.13%
14,151
59
$128K 0.12%
11,695
-3,200
60
$88K 0.09%
58,000
61
$22K 0.02%
15,000
+5,000
62
– –
-4,765
63
– –
-2,000
64
– –
-21,400
65
– –
-5,610
66
– –
-1,634
67
– –
-3,563
68
– –
-5,600
69
– –
-1,000
70
– –
-9,500
71
– –
-10,350
72
– –
-6,816
73
– –
-7,217
74
– –
-14,400
75
– –
-4,917
1 2
3
4