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
251
$33.7K 0.03%
+298
252
$33.5K 0.03%
+120
253
$32.9K 0.03%
+500
254
$32.7K 0.03%
+276
255
$31.8K 0.03%
+999
256
$31.2K 0.03%
+676
257
$31K 0.03%
+1,800
258
$29.9K 0.03%
+25
259
$29.8K 0.03%
+56
260
$28.4K 0.03%
+73
261
$28.3K 0.03%
+753
262
$28.1K 0.03%
+950
263
$27.1K 0.03%
+121
264
$26.8K 0.03%
+108
265
$26.4K 0.03%
+1,200
266
$26.3K 0.03%
+647
267
$25.9K 0.03%
+102
268
$24.3K 0.02%
+622
269
$23.4K 0.02%
+194
270
$23.4K 0.02%
+123
271
$23K 0.02%
+356
272
$22.9K 0.02%
+194
273
$22.9K 0.02%
+44
274
$22.7K 0.02%
+250
275
$22.3K 0.02%
+919
9 10
11
12 13