WPA

Winning Points Advisors Portfolio holdings

AUM $93.5M
This Fund
S&P 500
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 +$1.53M
2 +$781K
3 +$771K
4
FTAI icon
FTAI Aviation
FTAI
+$290K
5
SMG icon
ScottsMiracle-Gro
SMG
+$205K

Top Sells

1 +$469K
2 +$184K
3 +$152K
4
STEW
SRH Total Return Fund
STEW
+$99.7K
5
XOM icon
Exxon Mobil
XOM
+$63.1K

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
76
-18