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
$157M
AUM Growth
+$18.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1
+$1.62M
2
+$803K
3
+$787K
4
FTAI icon
FTAI Aviation
FTAI
+$332K
5
SWKS icon
Skyworks Solutions
SWKS
+$241K

Top Sells

1
+$513K
2
+$189K
3
+$166K
4
STEW
SRH Total Return Fund
STEW
+$103K
5
XOM icon
Exxon Mobil
XOM
+$63.6K

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
1
$14.8M 9.44%
201,668
-860
2
$11.6M 7.38%
166,500
+1,000
3
$10.6M 6.79%
121,016
-45
4
$9.84M 6.27%
59,300
5
$8.74M 5.57%
248,260
-697
6
$6.81M 4.34%
62,200
+1,000
7
$5.9M 3.76%
45,995
-4,000
8
$5.17M 3.3%
32,832
-101
9
$4.55M 2.9%
3,100
+30
10
$4.28M 2.73%
30,685
11
$4.24M 2.7%
53,092
-110
12
$4.03M 2.57%
32,236
+6,302
13
$3.88M 2.48%
12,027
14
$3.57M 2.28%
94,630
-450
15
$3.36M 2.14%
16,982
16
$3.22M 2.05%
46,129
-912
17
$3.2M 2.04%
271,705
-8,750
18
$2.74M 1.75%
51,020
+600
19
$2.67M 1.71%
12,243
-100
20
$2.56M 1.63%
51,323
+32,400
21
$2.12M 1.35%
35,450
22
$1.97M 1.26%
16,364
-120
23
$1.86M 1.19%
47,025
24
$1.85M 1.18%
4,765
25
$1.85M 1.18%
11,000
1
2 3 4