WWA
Wingate Wealth Advisors Portfolio holdings
AUM
$144M
1-Year Est. Return
12.35%
1 Year Est. Return
+12.35%
AUM
$112M
AUM Growth
+$25.4M
(+29%)
Holding
105
Top Buys
| 1 | +$3.12M | |
| 2 | +$2.59M | |
| 3 | +$2.43M | |
| 4 |
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
|
+$2.25M |
| 5 |
Schwab Fundamental US Large Company Index ETF
FNDX
|
+$1.9M |
Top Sells
| 1 | +$339K | |
| 2 | +$244K | |
| 3 | +$219K | |
| 4 |
iShares ESG Aware US Aggregate Bond ETF
EAGG
|
+$189K |
| 5 |
iShares Core S&P Mid-Cap ETF
IJH
|
+$181K |
Sector Composition
| 1 | Financials | 6.17% |
| 2 | Technology | 3.18% |
| 3 | Communication Services | 2.79% |
| 4 | Healthcare | 2.41% |
| 5 | Consumer Staples | 2.16% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
Invesco BulletShares 2030 Corporate Bond ETF
BSCU
$1.91B
| $192K | 0.17% |
11,463
+135
|
|
||
102
Oracle
ORCL
$682B
| – | – |
-1,746
|
|
||
103
iShares Russell 2000 Value ETF
IWN
$11.9B
| – | – |
-1,453
|
|
||
104
IBM
IBM
$286B
| – | – |
-1,363
|
|
||
105
Foghorn Therapeutics
FHTX
$247M
| – | – |
-28,471
|
|