WWA

Wingate Wealth Advisors Portfolio holdings

AUM $144M
1-Year Est. Return 12.35%
This Quarter Est. Return
1 Year Est. Return
+12.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$102M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
477
New
Increased
Reduced
Closed

Top Buys

1
+$2.94M
2
+$2.83M
3
+$2.75M
4
FNDX icon
Schwab Fundamental US Large Company Index ETF
FNDX
+$2.63M
5
FNDF icon
Schwab Fundamental International Large Company Index ETF
FNDF
+$2.6M

Top Sells

No sells this quarter

Sector Composition

1 Technology 5.71%
2 Financials 4.74%
3 Healthcare 4.19%
4 Communication Services 3.52%
5 Industrials 3.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$47K 0.05%
+703
227
$46.9K 0.05%
+897
228
$44.9K 0.04%
+131
229
$44.8K 0.04%
+1,035
230
$44.7K 0.04%
+78
231
$44.5K 0.04%
+201
232
$44.1K 0.04%
+560
233
$44K 0.04%
+1,607
234
$43.5K 0.04%
+108
235
$42.3K 0.04%
+200
236
$40.8K 0.04%
+237
237
$40.8K 0.04%
+662
238
$40K 0.04%
+1,570
239
$39.9K 0.04%
+1,094
240
$39.2K 0.04%
+307
241
$38.9K 0.04%
+205
242
$38.8K 0.04%
+1,020
243
$38.7K 0.04%
+1,200
244
$38.1K 0.04%
+1,315
245
$37.8K 0.04%
+143
246
$37.2K 0.04%
+127
247
$36.7K 0.04%
+673
248
$36K 0.04%
+76
249
$35.8K 0.04%
+361
250
$35.4K 0.03%
+419
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