BWA
Bestgate Wealth Advisors Portfolio holdings
AUM
$48.2M
This Quarter Return
+8.16%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$48.2M
AUM Growth
+$48.2M
(0%)
Cap. Flow
+$0
Cap. Flow
% of AUM
0%
Top 10 Holdings %
Top 10 Hldgs %
59.57%
Holding
55
New
–
Increased
–
Reduced
–
Closed
–
Top Buys
No buys this quarter
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 6.73% |
| 2 | Financials | 5.22% |
| 3 | Consumer Discretionary | 3.57% |
| 4 | Communication Services | 1.88% |
| 5 | Utilities | 1.31% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
51
Costco
COST
$418B
| $218K | 0.45% |
230
| – | – |
|
52
Booking.com
BKNG
$181B
| $217K | 0.45% |
47
| – | – |
|
53
Automatic Data Processing
ADP
$123B
| $210K | 0.44% |
687
| – | – |
|
54
Becton Dickinson
BDX
$55.3B
| $203K | 0.42% |
885
| – | – |
|
55
Vanguard Mid-Cap Value ETF
VOE
$18.8B
| $201K | 0.42% |
1,255
| – | – |
|