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
426
$2.12K ﹤0.01%
+2
427
$2.1K ﹤0.01%
+69
428
$2.06K ﹤0.01%
+190
429
$2.05K ﹤0.01%
+2
430
$1.99K ﹤0.01%
+4
431
$1.98K ﹤0.01%
+17
432
$1.89K ﹤0.01%
+1,000
433
$1.87K ﹤0.01%
+50
434
$1.77K ﹤0.01%
+21
435
$1.66K ﹤0.01%
+30
436
$1.66K ﹤0.01%
+83
437
$1.62K ﹤0.01%
+100
438
$1.55K ﹤0.01%
+200
439
$1.54K ﹤0.01%
+10
440
$1.51K ﹤0.01%
+12
441
$1.46K ﹤0.01%
+8
442
$1.41K ﹤0.01%
+18
443
$1.4K ﹤0.01%
+16
444
$1.37K ﹤0.01%
+13
445
$1.27K ﹤0.01%
+3
446
$1.25K ﹤0.01%
+457
447
$1.24K ﹤0.01%
+7
448
$1.24K ﹤0.01%
+5
449
$1.19K ﹤0.01%
+15
450
$1.18K ﹤0.01%
+9
16 17
18
19 20