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 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
151
$86.2K 0.08%
+254
152
$85.2K 0.08%
+5,205
153
$85.1K 0.08%
+5,301
154
$85K 0.08%
+4,226
155
$83.9K 0.08%
+3,356
156
$83.6K 0.08%
+325
157
$82.7K 0.08%
+565
158
$81.5K 0.08%
+545
159
$81.4K 0.08%
+422
160
$81K 0.08%
+349
161
$80.5K 0.08%
+1,348
162
$80.5K 0.08%
+400
163
$79.4K 0.08%
+157
164
$77.8K 0.08%
+216
165
$76.1K 0.07%
+1,435
166
$76.1K 0.07%
+300
167
$75.8K 0.07%
+144
168
$75.7K 0.07%
+2,534
169
$74.7K 0.07%
+1,455
170
$74.3K 0.07%
+1,039
171
$73.1K 0.07%
+447
172
$72.5K 0.07%
+2,724
173
$71.7K 0.07%
+803
174
$70.9K 0.07%
+1,692
175
$70.6K 0.07%
+1,350