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
$139M
AUM Growth
+$1.46M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
71
New
Increased
Reduced
Closed

Top Buys

1
+$624K
2
+$361K
3
+$251K
4
CHL
China Mobile Limited
CHL
+$81.4K
5
XOM icon
Exxon Mobil
XOM
+$43.2K

Top Sells

1
+$689K
2
+$97.3K
3
+$73.6K
4
GE icon
GE Aerospace
GE
+$57.8K
5
BP icon
BP
BP
+$41.9K

Sector Composition

1 Financials 16.44%
2 Technology 13.15%
3 Consumer Staples 12.17%
4 Healthcare 8.26%
5 Energy 7.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$11.1M 7.99%
202,528
-60
2
$10.8M 7.77%
165,500
3
$10.5M 7.61%
121,061
4
$8.98M 6.48%
59,300
5
$7.31M 5.27%
248,957
-1,136
6
$6.65M 4.8%
61,200
7
$5.3M 3.83%
49,995
+200
8
$4.56M 3.29%
3,070
+15
9
$4.54M 3.28%
32,933
-5,000
10
$3.7M 2.67%
53,202
-100
11
$3.63M 2.62%
95,080
-1,095
12
$3.62M 2.61%
16,982
13
$3.61M 2.61%
30,685
14
$3.36M 2.43%
47,041
+604
15
$3.23M 2.33%
25,934
16
$3.12M 2.25%
280,455
-3,761
17
$2.84M 2.05%
12,343
-100
18
$2.56M 1.85%
50,420
+4,950
19
$2.5M 1.8%
12,027
20
$1.96M 1.41%
16,484
-50
21
$1.86M 1.34%
47,025
22
$1.85M 1.33%
4,765
23
$1.8M 1.3%
35,450
24
$1.79M 1.29%
11,000
25
$1.69M 1.22%
21,400
1
2 3