WWA
Wingate Wealth Advisors Portfolio holdings
AUM
$112M
This Quarter Return
+1.02%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$86.9M
AUM Growth
-$14.9M
(-15%)
Cap. Flow
-$15M
Cap. Flow
% of AUM
-17.22%
Top 10 Holdings %
Top 10 Hldgs %
30.8%
Holding
477
New
–
Increased
46
Reduced
28
Closed
384
Top Buys
Top Sells
| 1 |
Vanguard Short-Term Bond ETF
BSV
|
+$1.24M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
+$970K |
| 3 |
Vanguard Tax-Exempt Bond Index Fund
VTEB
|
+$833K |
| 4 |
SPDR S&P 500 ETF Trust
SPY
|
+$767K |
| 5 |
Revolution Medicines
RVMD
|
+$437K |
Sector Composition
| 1 | Financials | 4.57% |
| 2 | Technology | 3.92% |
| 3 | Communication Services | 2.69% |
| 4 | Consumer Staples | 2.44% |
| 5 | Energy | 2.42% |
