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Home > Institutional Investor > Wingate Wealth Advisors, Inc. > Profile

Instuitional Investor - Wingate Wealth Advisors, Inc.

Fund Profile
Filing Period:
Fund Name: Wingate Wealth Advisors, Inc.
Portfolio Value $101,812,528
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Invesco Exchange Traded Fd T - S&P500 EQL WGT
 16,753 $2,935,621 2.88%
2.
T Rowe Price Etf Inc
 84,939 $2,825,927 2.77%
3.
Wisdomtree Tr
 34,027 $2,753,836 2.7%
4.
Schwab Strategic Trust
 FNDF 110,943 $2,627,124 2.58%
5.
Schwab Strategic Trust
 FNDF 78,428 $2,604,606 2.55%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)