BWA

Bestgate Wealth Advisors Portfolio holdings

AUM $48.2M
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$49.8M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1
+$6.82M
2
+$4.38M
3
+$4.04M
4
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$3.84M
5
QQQM icon
Invesco NASDAQ 100 ETF
QQQM
+$2.82M

Top Sells

No sells this quarter

Sector Composition

1 Technology 6.82%
2 Financials 4.68%
3 Consumer Discretionary 3.57%
4 Communication Services 2.27%
5 Utilities 1.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$452K 0.91%
+2,291
27
$447K 0.9%
+12,877
28
$441K 0.88%
+1,319
29
$428K 0.86%
+1,015
30
$399K 0.8%
+9,976
31
$379K 0.76%
+223
32
$372K 0.75%
+7,778
33
$372K 0.75%
+690
34
$347K 0.7%
+3,221
35
$345K 0.69%
+4,316
36
$340K 0.68%
+321
37
$335K 0.67%
+1,941
38
$331K 0.66%
+10,850
39
$322K 0.65%
+1,084
40
$322K 0.65%
+1,810
41
$311K 0.62%
+1,375
42
$306K 0.61%
+3,357
43
$299K 0.6%
+4,234
44
$265K 0.53%
+259
45
$265K 0.53%
+4,358
46
$255K 0.51%
+1,127
47
$240K 0.48%
+3,345
48
$238K 0.48%
+1,133
49
$234K 0.47%
+255
50
$234K 0.47%
+47
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