BWA
Bestgate Wealth Advisors Portfolio holdings
AUM
$56.9M
1-Year Est. Return
15.22%
1 Year Est. Return
+15.22%
AUM
$56.9M
AUM Growth
+$270K
(+0.48%)
Holding
58
Top Buys
| 1 | +$814K | |
| 2 | +$262K | |
| 3 | +$163K | |
| 4 |
Schwab US Aggregate Bond ETF
SCHZ
|
+$155K |
| 5 |
iShares MBS ETF
MBB
|
+$96.9K |
Top Sells
| 1 | +$514K | |
| 2 | +$281K | |
| 3 | +$217K | |
| 4 |
PayPal
PYPL
|
+$213K |
| 5 |
Automatic Data Processing
ADP
|
+$202K |
Sector Composition
| 1 | Technology | 6.67% |
| 2 | Financials | 4.5% |
| 3 | Communication Services | 2.95% |
| 4 | Consumer Discretionary | 2.93% |
| 5 | Healthcare | 1.55% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Chevron
CVX
$332B
| $215K | 0.38% |
1,409
-142
|
|
||
52
Vanguard Mid-Cap Value ETF
VOE
$20.8B
| $211K | 0.37% |
1,190
-65
|
|
||
53
iShares MSCI EAFE Min Vol Factor ETF
EFAV
$5.22B
| $202K | 0.35% |
2,338
-1,896
|
|
||
|
54
Automatic Data Processing
ADP
$103B
| – | – |
-687
|
|
||
55
Intercontinental Exchange
ICE
$97.2B
| – | – |
-1,287
|
|
||
56
iShares Core S&P Small-Cap ETF
IJR
$92.7B
| – | – |
-4,323
|
|
||
|
57
PayPal
PYPL
$51.7B
| – | – |
-3,170
|
|
||
58
Starbucks
SBUX
$106B
| – | – |
-3,321
|
|