BWA
Bestgate Wealth Advisors Portfolio holdings
AUM
$55.4M
1-Year Est. Return
15.67%
This Fund
S&P 500
1 Year Est. Return
+15.67%
AUM
$55.4M
AUM Growth
-$1.46M
(-2.6%)
Holding
53
Top Buys
| 1 | +$1.24M | |
| 2 | +$957K | |
| 3 | +$832K | |
| 4 |
Invesco NASDAQ 100 ETF
QQQM
|
+$293K |
| 5 |
iShares MBS ETF
MBB
|
+$203K |
Top Sells
| 1 | +$440K | |
| 2 | +$344K | |
| 3 | +$272K | |
| 4 |
iShares US Treasury Bond ETF
GOVT
|
+$272K |
| 5 |
Booking.com
BKNG
|
+$252K |
Sector Composition
| 1 | Technology | 4.93% |
| 2 | Financials | 3.64% |
| 3 | Communication Services | 2.24% |
| 4 | Consumer Discretionary | 1.76% |
| 5 | Utilities | 1.22% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Veeva Systems
VEEV
$28.2B
| – | – |
-1,060
|
|
||
52
Vanguard Mid-Cap Value ETF
VOE
$22.7B
| – | – |
-1,190
|
|
||
53
Broadridge
BR
$17.5B
| – | – |
-1,017
|
|