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
326
$12.2K 0.01%
+35
327
$12K 0.01%
+36
328
$11.7K 0.01%
+800
329
$11.6K 0.01%
+314
330
$11.4K 0.01%
+100
331
$11K 0.01%
+191
332
$10.6K 0.01%
+829
333
$10.6K 0.01%
+2,000
334
$10.5K 0.01%
+1,000
335
$10.3K 0.01%
+50
336
$9.98K 0.01%
+60
337
$9.92K 0.01%
+175
338
$9.91K 0.01%
+414
339
$9.9K 0.01%
+200
340
$9.72K 0.01%
+20
341
$9.67K 0.01%
+59
342
$9.56K 0.01%
+51
343
$9.44K 0.01%
+125
344
$9.43K 0.01%
+223
345
$9.41K 0.01%
+51
346
$9.13K 0.01%
+434
347
$9.06K 0.01%
+740
348
$9.05K 0.01%
+150
349
$9.05K 0.01%
+80
350
$9.01K 0.01%
+210
12 13
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