WWA
Wingate Wealth Advisors Portfolio holdings
AUM
$144M
1-Year Est. Return
12.35%
1 Year Est. Return
+12.35%
AUM
$144M
AUM Growth
+$32.1M
(+29%)
Holding
113
Top Buys
| 1 | +$7.56M | |
| 2 | +$4.3M | |
| 3 | +$1.93M | |
| 4 |
Berkshire Hathaway Class B
BRK.B
|
+$919K |
| 5 |
Schwab Fundamental US Large Company Index ETF
FNDX
|
+$804K |
Top Sells
| 1 | +$562K | |
| 2 | +$225K | |
| 3 | +$222K | |
| 4 |
AT&T
T
|
+$218K |
| 5 |
Schwab US Dividend Equity ETF
SCHD
|
+$208K |
Sector Composition
| 1 | Financials | 6.32% |
| 2 | Communication Services | 3.51% |
| 3 | Technology | 3.28% |
| 4 | Consumer Staples | 1.91% |
| 5 | Healthcare | 1.9% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
Waste Management
WM
$87.8B
| $266K | 0.18% |
+1,204
|
|
||
102
Bank of America
BAC
$392B
| $255K | 0.18% |
+4,943
|
|
||
103
JPMorgan Chase
JPM
$852B
| $243K | 0.17% |
771
+45
|
|
||
104
iShares 0-5 Year TIPS Bond ETF
STIP
$12.7B
| $228K | 0.16% |
2,205
-85
|
|
||
105
Visa
V
$645B
| $224K | 0.15% |
+655
|
|
||
106
Nuveen ESG Large-Cap Growth ETF
NULG
$1.92B
| $217K | 0.15% |
2,185
|
|
||
107
Duke Energy
DUK
$96.4B
| $214K | 0.15% |
+1,733
|
|
||
108
iShares Russell 1000 Value ETF
IWD
$67.7B
| $207K | 0.14% |
+1,018
|
|
||
109
iShares 1-3 Year Treasury Bond ETF
SHY
$23.8B
| $206K | 0.14% |
+2,479
|
|
||
110
Analog Devices
ADI
$130B
| – | – |
-2,362
|
|
||
111
Carrier Global
CARR
$46.2B
| – | – |
-3,071
|
|
||
112
Walt Disney
DIS
$187B
| – | – |
-1,794
|
|
||
|
113
AT&T
T
$184B
| – | – |
-7,546
|
|