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
376
$6.05K 0.01%
+48
377
$5.99K 0.01%
+303
378
$5.91K 0.01%
+270
379
$5.89K 0.01%
+250
380
$5.78K 0.01%
+35
381
$5.55K 0.01%
+28
382
$5.36K 0.01%
+66
383
$5.36K 0.01%
+950
384
$5.29K 0.01%
+220
385
$5.19K 0.01%
+1,000
386
$5.03K ﹤0.01%
+350
387
$5.01K ﹤0.01%
+474
388
$4.99K ﹤0.01%
+330
389
$4.86K ﹤0.01%
+200
390
$4.83K ﹤0.01%
+1,250
391
$4.82K ﹤0.01%
+300
392
$4.58K ﹤0.01%
+210
393
$4.44K ﹤0.01%
+978
394
$4.32K ﹤0.01%
+86
395
$4.25K ﹤0.01%
+40
396
$4.17K ﹤0.01%
+40
397
$3.98K ﹤0.01%
+132
398
$3.9K ﹤0.01%
+17
399
$3.89K ﹤0.01%
+51
400
$3.82K ﹤0.01%
+37
14 15
16
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