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
$102M
AUM Growth
-$54.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1 +$420K
2 +$302K
3 +$265K
4
FTAI icon
FTAI Aviation
FTAI
+$133K
5
CHL
China Mobile Limited
CHL
+$80.4K

Top Sells

1 +$4.22M
2 +$3.88M
3 +$2.77M
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
-3,563