WWA
Wingate Wealth Advisors Portfolio holdings
AUM
$187M
1-Year Est. Return
16.04%
This Fund
S&P 500
1 Year Est. Return
+16.04%
AUM
$187M
AUM Growth
+$7.9M
(+4.4%)
Holding
126
Top Buys
| 1 | +$2.78M | |
| 2 | +$1.31M | |
| 3 | +$1.2M | |
| 4 |
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
|
+$1.14M |
| 5 |
Schwab Fundamental US Large Company Index ETF
FNDX
|
+$801K |
Top Sells
| 1 | +$1.55M | |
| 2 | +$781K | |
| 3 | +$466K | |
| 4 |
NVIDIA
NVDA
|
+$300K |
| 5 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$272K |
Sector Composition
| 1 | Financials | 3.99% |
| 2 | Communication Services | 3.16% |
| 3 | Technology | 2.17% |
| 4 | Energy | 1.7% |
| 5 | Industrials | 1.68% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
Tesla
TSLA
$1.64T
| – | – |
-471
|
|