BWA
Bestgate Wealth Advisors Portfolio holdings
AUM
$56.6M
1-Year Est. Return
12.44%
1 Year Est. Return
+12.44%
AUM
$56.6M
AUM Growth
+$8.39M
(+17%)
Holding
60
Top Buys
| 1 | +$509K | |
| 2 | +$419K | |
| 3 | +$267K | |
| 4 |
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
|
+$248K |
| 5 |
Vanguard Information Technology ETF
VGT
|
+$239K |
Top Sells
| 1 | +$466K | |
| 2 | +$313K | |
| 3 | +$218K | |
| 4 |
Becton Dickinson
BDX
|
+$203K |
| 5 |
iShares Core S&P 500 ETF
IVV
|
+$190K |
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 | |
|---|---|---|---|---|---|---|
51
iShares S&P 500 Value ETF
IVE
$47.3B
| $239K | 0.42% |
1,158
|
|
||
|
52
Vanguard Information Technology ETF
VGT
$115B
| $239K | 0.42% |
+320
|
|
||
53
Vanguard Mid-Cap Value ETF
VOE
$19.7B
| $219K | 0.39% |
1,255
|
|
||
54
Intercontinental Exchange
ICE
$90B
| $217K | 0.38% |
1,287
-42
|
|
||
55
PayPal
PYPL
$58.3B
| $213K | 0.38% |
+3,170
|
|
||
56
Johnson & Johnson
JNJ
$487B
| $209K | 0.37% |
+1,128
|
|
||
57
Automatic Data Processing
ADP
$106B
| $202K | 0.36% |
687
|
|
||
|
58
Becton Dickinson
BDX
$55.4B
| – | – |
-885
|
|
||
59
Costco
COST
$397B
| – | – |
-230
|
|
||
60
iShares Currency Hedged MSCI EAFE ETF
HEFA
$6.62B
| – | – |
-12,848
|
|