WINGATE WEALTH ADVISORS, INC. 13F Portfolio
WINGATE WEALTH ADVISORS, INC. runs WINGATE WEALTH ADVISORS, INC. and currently holds 127 stock positions, which is fewer than the average of 231 among the investors we track. The portfolio is valued at approximately $227.06M. Their top holdings are VIG, VTIP, SMLF, FNDF, FNDX. The top five represent 32.7% of reported portfolio weight. WINGATE WEALTH ADVISORS, INC. ranks #913 out of 1000 investors tracked by Alpha Score. They added to 65 existing positions. They trimmed 20 positions. Their current best-performing preview position is DELL with returns of +162.88%.
Portfolio Value
$227.06M
Alpha Score
20.7
#913 of 1000
Holdings
127
WINGATE WEALTH ADVISORS, INC. Current 13F Holdings
Reported holdings from WINGATE WEALTH ADVISORS, INC.'s latest SEC 13F filing, ranked by portfolio weight.
127 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 VIG VANGUARD SPECIALIZED FUNDS | 12.32% | $219.60 | $239.00 | +8.83% | Added +17.12% |
 VTIP VANGUARD MALVERN FDS | 8.17% | $50.22 | $48.46 | -3.50% | Added +26.70% |
 SMLF ISHARES TR | 4.24% | $75.01 | $85.38 | +13.82% | Added +6.37% |
 FNDF SCHWAB STRATEGIC TR | 4.10% | $41.28 | $53.60 | +29.84% | Added +31.97% |
 FNDX SCHWAB STRATEGIC TR | 3.87% | $24.91 | $32.15 | +29.06% | Added +3.23% |
 FBND FIDELITY MERRIMACK STR TR | 3.65% | $45.54 | $43.45 | -4.59% | Added +162.72% |
 SPHQ INVESCO EXCHANGE TRADED FD T | 3.11% | $83.69 | $85.83 | +2.56% | Added +205.25% |
 DGRW WISDOMTREE TR | 2.58% | $85.32 | $98.86 | +15.87% | Added +37.56% |
 BND VANGUARD BD INDEX FDS | 2.36% | $74.21 | $70.22 | -5.38% | Added +5.22% |
 BRK-B BERKSHIRE HATHAWAY INC DEL | 2.20% | $475.62 | $515.44 | +8.37% | Trimmed -9.07% |
Showing 1-10 of 127