Wingate Wealth Advisors, Inc. logo

Wingate Wealth Advisors, Inc. Portfolio Analytics

Investment Analysis & Holdings Breakdown

Comprehensive portfolio analytics for Wingate Wealth Advisors, Inc. with $144.4M in long positions as of Q3 2025, 76% allocated to ETF, and 35% concentrated in top 10 positions.

Portfolio Value
$144.4M
Top 10 Concentration
35%
Top Sector
ETF (76%)
US Exposure
100%
Market Cap Focus
N/A
Countries
1

Composition Analysis

Portfolio breakdown by sector, industry, and market capitalization

Sector Allocation

ETF: 75.90%ETFFinancial Services: 6.30%Communication Services: 3.50%Technology: 3.30%Consumer Defensive: 1.90%Healthcare: 1.90%Energy: 1.40%Industrials: 1.00%Consumer Cyclical: 0.90%Utilities: 0.10%
ETF
75.90%
Financial Services
6.30%
Communication Services
3.50%
Technology
3.30%
Consumer Defensive
1.90%
Healthcare
1.90%
Energy
1.40%
Industrials
1.00%
Consumer Cyclical
0.90%
Utilities
0.10%

Industry Breakdown

26 industries across all sectors

ETF: 75.92%ETFInsurance - Diversified: 4.83%Internet Content & Information: 3.16%Consumer Electronics: 1.45%Oil & Gas Integrated: 1.35%Biotechnology: 1.04%20 more: 8.53%20 more
ETF
ETF
75.92%
Insurance - Diversified
Financial Services
4.83%
Internet Content & Information
Communication Services
3.16%
Consumer Electronics
Technology
1.45%
Oil & Gas Integrated
Energy
1.35%
Biotechnology
Healthcare
1.04%
Drug Manufacturers - General
Healthcare
0.85%
Discount Stores
Consumer Defensive
0.85%
Software - Infrastructure
Technology
0.80%
Specialty Retail
Consumer Cyclical
0.66%
Aerospace & Defense
Industrials
0.61%
Tobacco
Consumer Defensive
0.57%

Filter by Sector

Select a sector to filter industries

Market Cap Distribution

Mega Cap (> $200B): 17.37%Mega Cap (> $200B)Large Cap ($10B - $200B): 1.94%Small Cap ($300M - $2B): 1.04%N/A (ETF or Unknown): 79.64%N/A (ETF or Unknown)
Mega Cap (> $200B)
17.37%
Large Cap ($10B - $200B)
1.94%
Small Cap ($300M - $2B)
1.04%
N/A (ETF or Unknown)
79.64%

Portfolio Concentration

Top 10 Holdings %
35.02%
Top 20 Holdings %
52.86%
Top 50 Holdings %
82.73%
Top 100 Holdings %
98.57%

Geographic Exposure

Portfolio breakdown by country of incorporation

Domestic (US)
100.0%
International
-
Countries
1
United States of America
100.00% ($144.4M)
109 holdings

Holding Behavior

Investment patterns and position management analysis

Portfolio Stability & Commitment

Avg. Top 10
3 quarters
Avg. Top 20
3 quarters
Avg. All Positions
2.7 quarters
Median Holding Period
3 quarters
Persistence Rate
-
Persistent Holdings Weight
-
Persistent Positions
0
Longest Held
iShares Core MSCI EAFE ETF logo
iShares Core MSCI EAFE ETFIEFA - 3 quarters

Position Sizing & Influence

Current Quarter

Avg. New Position
0.15%
Avg. Position Weight
0.92%
Largest Position
VTIP
Vanguard Short-Term Inflation-Protected Securities Index FundVTIP - 6.80%
Largest Ownership Stake
CorMedix Inc. logo
CorMedix Inc.CRMD - 0.17%
Avg. Ownership Stake
0.008%
Ownership Stake >5%
0
Ownership Stake >1%
0

Historical (Since Q4 2024)

Avg. New Position
0.21%
Avg. Ownership Stake
0.009%
Largest Position
VTIP
Vanguard Short-Term Inflation-Protected Securities Index FundVTIP - 6.80% (Q3 2025)
Largest Ownership Stake
CorMedix Inc. logo
CorMedix Inc.CRMD - 0.21% (Q4 2024)

Portfolio Turnover

Current Quarter

Turnover Ratio
10.0%
Value Traded
$14.50M
Positions Added
1
Positions Exited
4

Historical (Since Q4 2024)

Avg. Turnover Ratio
22.3%
Avg. Positions Added
120
Avg. Positions Exited
98
Highest Turnover
50.0%
Q4 2024
Lowest Turnover
10.0%
Q3 2025

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