Portfolio (Quarterly)
Guide ↗
Bestgate Wealth Advisors, LLC
· CIK 0002055670| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | GOOG | ALPHABET INC | — | 695.0 | $246K | 0.39% | NEW | — | $353.33 | — |
| 2 | AVUV | AMERICAN CENTY ETF TR | — | 1,790.0 | $223K | 0.36% | NEW | — | $124.76 | +1.4% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Technology
39.9%
Financial Services
17.1%
Communication Services
14.4%
Consumer Cyclical
11.6%
Healthcare
7.6%
Utilities
6.8%
Energy
2.5%