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
1
$12.8M 12.48%
201,268
-400
2
$6.54M 6.39%
122,800
-43,700
3
$6.27M 6.12%
66,200
+4,000
4
$5.47M 5.34%
71,016
-50,000
5
$5.22M 5.1%
246,119
-2,141
6
$5.08M 4.96%
32,282
-550
7
$4.23M 4.13%
3,103
+3
8
$3.81M 3.72%
40,995
-5,000
9
$3.76M 3.67%
33,247
-26,053
10
$3.24M 3.16%
29,436
-2,800
11
$2.84M 2.77%
17,182
+200
12
$2.73M 2.66%
30,382
-303
13
$2.45M 2.39%
266,355
-5,350
14
$2.29M 2.23%
12,243
15
$2.25M 2.2%
92,430
-2,200
16
$2.24M 2.19%
58,123
+6,800
17
$2.21M 2.16%
52,570
-522
18
$2.19M 2.14%
12,027
19
$1.89M 1.84%
35,050
-400
20
$1.74M 1.7%
46,125
-900
21
$1.73M 1.69%
45,811
-318
22
$1.49M 1.46%
3,400
23
$1.49M 1.45%
52,020
+1,000
24
$1.46M 1.43%
11,141
25
$1.36M 1.33%
10,700
-300
1
2 3 4