WWA
Wingate Wealth Advisors Portfolio holdings
AUM $86.9M
AUM
$86.9M
AUM Growth
-$14.9M (-15%)
Cap. Flow
+$3.49M
Cap. Flow % of AUM
4.02%
Top 10 Holdings %Top 10 Hldgs %
30.8%
Holding
477
New
–
Increased
46
Reduced
28
Closed
385
Top Buys
| 1 | $906K | |
| 2 | $894K | |
| 3 | $688K | |
| 4 | $507K | |
| 5 | $501K |
Top Sells
| 1 | $970K | |
| 2 | $767K | |
| 3 | $365K | |
| 4 | $323K | |
| 5 | $223K |
Sector Composition
| 1 | Financials | 4.57% |
| 2 | Technology | 3.92% |
| 3 | Communication Services | 2.69% |
| 4 | Consumer Staples | 2.44% |
| 5 | Energy | 2.42% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $0 | 0% | 0 -783 | Closed | – | |||
| $0 | 0% | 0 -78 | Closed | – |
