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
276
$21.6K 0.02%
+307
277
$21.6K 0.02%
+80
278
$21.5K 0.02%
+400
279
$21.5K 0.02%
+17
280
$21.5K 0.02%
+400
281
$21.1K 0.02%
+75
282
$20.9K 0.02%
+158
283
$20.8K 0.02%
+260
284
$20.7K 0.02%
+388
285
$20.6K 0.02%
+5,000
286
$20.3K 0.02%
+48
287
$20.2K 0.02%
+761
288
$20.2K 0.02%
+450
289
$19.9K 0.02%
+147
290
$19.6K 0.02%
+918
291
$19.1K 0.02%
+457
292
$18.9K 0.02%
+40
293
$18.8K 0.02%
+300
294
$18.7K 0.02%
+80
295
$18.5K 0.02%
+75
296
$18.4K 0.02%
+1,000
297
$17.9K 0.02%
+135
298
$17.8K 0.02%
+195
299
$17.8K 0.02%
+100
300
$17.5K 0.02%
+482
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