BWA

Bestgate Wealth Advisors Portfolio holdings

AUM $48.2M
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$49.8M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1
+$6.82M
2
+$4.38M
3
+$4.04M
4
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$3.84M
5
QQQM icon
Invesco NASDAQ 100 ETF
QQQM
+$2.82M

Top Sells

No sells this quarter

Sector Composition

1 Technology 6.82%
2 Financials 4.68%
3 Consumer Discretionary 3.57%
4 Communication Services 2.27%
5 Utilities 1.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$228K 0.46%
+1,576
52
$221K 0.44%
+1,158
53
$209K 0.42%
+1,095
54
$205K 0.41%
+1,265
55
$202K 0.41%
+1,567
56
$201K 0.4%
+687
1 2
3