BWA
Bestgate Wealth Advisors Portfolio holdings
AUM
$56.6M
1-Year Est. Return
12.44%
1 Year Est. Return
+12.44%
AUM
$48.2M
AUM Growth
$0
(0%)
Holding
55
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 |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Costco
COST
$409B
| $218K | 0.45% |
230
|
|
||
52
Booking.com
BKNG
$158B
| $217K | 0.45% |
47
|
|
||
53
Automatic Data Processing
ADP
$102B
| $210K | 0.44% |
687
|
|
||
54
Becton Dickinson
BDX
$50.8B
| $203K | 0.42% |
885
|
|
||
55
Vanguard Mid-Cap Value ETF
VOE
$18.8B
| $201K | 0.42% |
1,255
|
|