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 Buys

1
+$2.94M
2
+$2.83M
3
+$2.75M
4
FNDX icon
Schwab Fundamental US Large Company Index ETF
FNDX
+$2.63M
5
FNDF icon
Schwab Fundamental International Large Company Index ETF
FNDF
+$2.6M

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
176
$70.3K 0.07%
+928
177
$69.2K 0.07%
+451
178
$69K 0.07%
+1,261
179
$66.8K 0.07%
+1,270
180
$66.6K 0.07%
+774
181
$65.7K 0.06%
+280
182
$65.3K 0.06%
+494
183
$65.1K 0.06%
+1,134
184
$64.5K 0.06%
+262
185
$64.2K 0.06%
+2,670
186
$64.2K 0.06%
+460
187
$63.9K 0.06%
+779
188
$63.9K 0.06%
+614
189
$63.4K 0.06%
+1,284
190
$62.9K 0.06%
+386
191
$61.7K 0.06%
+864
192
$60.3K 0.06%
+704
193
$59.8K 0.06%
+174
194
$59.4K 0.06%
+512
195
$59.3K 0.06%
+282
196
$58.5K 0.06%
+5,143
197
$57.3K 0.06%
+305
198
$57K 0.06%
+884
199
$56.5K 0.06%
+1,282
200
$56.4K 0.06%
+190
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8
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