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
351
$8.98K 0.01%
+53
352
$8.87K 0.01%
+100
353
$8.32K 0.01%
+380
354
$8.21K 0.01%
+75
355
$8.19K 0.01%
+65
356
$8.16K 0.01%
+24
357
$7.98K 0.01%
+480
358
$7.87K 0.01%
+104
359
$7.85K 0.01%
+220
360
$7.54K 0.01%
+134
361
$7.35K 0.01%
+71
362
$7.21K 0.01%
+831
363
$7.14K 0.01%
+229
364
$7.11K 0.01%
+96
365
$7.08K 0.01%
+246
366
$6.95K 0.01%
+99
367
$6.95K 0.01%
+1,000
368
$6.92K 0.01%
+880
369
$6.9K 0.01%
+220
370
$6.79K 0.01%
+360
371
$6.78K 0.01%
+200
372
$6.61K 0.01%
+290
373
$6.36K 0.01%
+298
374
$6.34K 0.01%
+200
375
$6.14K 0.01%
+82
13 14
15
16 17