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
$136M
AUM Growth
+$10.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
75
New
Increased
Reduced
Closed

Top Buys

1
+$1.02M
2
+$748K
3
+$658K
4
WMT icon
Walmart
WMT
+$657K
5
CHL
China Mobile Limited
CHL
+$289K

Top Sells

1
+$616K
2
+$345K
3
+$161K
4
STEW
SRH Total Return Fund
STEW
+$108K
5
MCD icon
McDonald's
MCD
+$106K

Sector Composition

1 Financials 16.93%
2 Technology 13.32%
3 Consumer Staples 9.96%
4 Energy 9.17%
5 Healthcare 7.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$11.4M 8.36%
201,376
-400
2
$11.1M 8.18%
128,645
3
$10.4M 7.65%
153,000
+11,000
4
$8.24M 6.06%
48,800
+3,900
5
$7.83M 5.76%
265,831
-3,304
6
$6.55M 4.81%
60,533
+9,433
7
$4.42M 3.25%
61,550
-4,800
8
$4.39M 3.23%
49,795
9
$4.35M 3.2%
98,865
-3,657
10
$4.26M 3.13%
37,233
-300
11
$4M 2.94%
47,039
-186
12
$3.49M 2.56%
30,880
13
$3.19M 2.34%
284,349
-9,600
14
$2.83M 2.08%
2,450
+166
15
$2.77M 2.04%
16,550
-632
16
$2.46M 1.81%
11,891
-400
17
$2.28M 1.67%
11,956
18
$2.02M 1.49%
16,534
-250
19
$1.75M 1.29%
21,032
-7,400
20
$1.73M 1.27%
61,900
-2,700
21
$1.73M 1.27%
32,850
+600
22
$1.65M 1.21%
3,500
23
$1.65M 1.21%
4,759
24
$1.6M 1.17%
21,800
25
$1.58M 1.16%
33,350
1
2 3