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
301
$17.2K 0.02%
+220
302
$17.1K 0.02%
+200
303
$16.9K 0.02%
+162
304
$16.8K 0.02%
+386
305
$16.5K 0.02%
+203
306
$16.4K 0.02%
+124
307
$16.3K 0.02%
+59
308
$15.8K 0.02%
+500
309
$15.5K 0.02%
+158
310
$15.4K 0.02%
+1,485
311
$15.2K 0.01%
+697
312
$15.2K 0.01%
+210
313
$15.1K 0.01%
+189
314
$14.9K 0.01%
+200
315
$14.8K 0.01%
+40
316
$14.4K 0.01%
+272
317
$13.8K 0.01%
+8
318
$13.8K 0.01%
+60
319
$13.7K 0.01%
+550
320
$13.5K 0.01%
+26
321
$13.5K 0.01%
+2,598
322
$13.3K 0.01%
+600
323
$13K 0.01%
+169
324
$12.5K 0.01%
+152
325
$12.2K 0.01%
+202
11 12
13
14 15