BWA

Bestgate Wealth Advisors Portfolio holdings

AUM $55.4M
1-Year Est. Return 15.67%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.67%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$56.6M
AUM Growth
+$8.39M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
60
New
Increased
Reduced
Closed

Top Buys

1
+$495K
2
+$369K
3
+$238K
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$230K
5
VGT icon
Vanguard Information Technology ETF
VGT
+$224K

Top Sells

1
+$466K
2
+$303K
3
+$218K
4
BDX icon
Becton Dickinson
BDX
+$203K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$183K

Sector Composition

1 Technology 7.22%
2 Financials 5.39%
3 Consumer Discretionary 3.4%
4 Communication Services 2.62%
5 Healthcare 1.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$521K 0.92%
223
27
$514K 0.91%
4,323
-2,634
28
$497K 0.88%
3,515
-113
29
$435K 0.77%
9,909
-587
30
$419K 0.74%
+1,810
31
$387K 0.68%
4,316
32
$379K 0.67%
7,838
-193
33
$376K 0.66%
3,040
-158
34
$367K 0.65%
379
+31
35
$364K 0.64%
10,850
36
$360K 0.64%
1,084
37
$359K 0.63%
4,234
38
$345K 0.61%
4,492
+134
39
$341K 0.6%
1,438
+119
40
$333K 0.59%
1,117
41
$316K 0.56%
271
+12
42
$315K 0.56%
1,845
-96
43
$308K 0.54%
1,675
+70
44
$286K 0.51%
1,444
-16
45
$281K 0.5%
3,321
46
$277K 0.49%
1,164
+37
47
$267K 0.47%
+1,095
48
$256K 0.45%
3,389
49
$254K 0.45%
1,175
50
$241K 0.43%
1,551
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