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
201
$55.8K 0.05%
+293
202
$55.6K 0.05%
+1,238
203
$55.5K 0.05%
+285
204
$55K 0.05%
+622
205
$54.7K 0.05%
+800
206
$54.3K 0.05%
+1,828
207
$54.3K 0.05%
+1,145
208
$53.9K 0.05%
+2,084
209
$53.5K 0.05%
+350
210
$53.4K 0.05%
+75
211
$53.4K 0.05%
+1,392
212
$52.8K 0.05%
+1,606
213
$52.6K 0.05%
+1,982
214
$52.4K 0.05%
+857
215
$52.1K 0.05%
+200
216
$52K 0.05%
+1,913
217
$52K 0.05%
+158
218
$51.8K 0.05%
+178
219
$51.7K 0.05%
+410
220
$51.3K 0.05%
+480
221
$50.2K 0.05%
+1,538
222
$49.3K 0.05%
+4,980
223
$48.7K 0.05%
+500
224
$48.1K 0.05%
+1,626
225
$48K 0.05%
+254
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