WINGATE WEALTH ADVISORS, INC.
WINGATE WEALTH ADVISORS, INC. runs WINGATE WEALTH ADVISORS, INC. and currently holds 119 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $187.13M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. WINGATE WEALTH ADVISORS, INC. ranks #N/A out of 1000 investors tracked based on their composite Alpha Score. Over the past year, WINGATE WEALTH ADVISORS, INC.'s portfolio at WINGATE WEALTH ADVISORS, INC. has delivered returns of +13.86%. Their 3-year annualized return is +13.89%. Looking at the 5-year horizon, WINGATE WEALTH ADVISORS, INC. has achieved +13.89% annualized returns at WINGATE WEALTH ADVISORS, INC..
Portfolio Value
$187.13M
Alpha Score
12.4
#0 of 1000
Holdings
119
0 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
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