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
76
-2,600