BWA

Bestgate Wealth Advisors Portfolio holdings

AUM $56.9M
1-Year Est. Return 15.22%
This Quarter Est. Return
1 Year Est. Return
+15.22%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$48.2M
AUM Growth
$0
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
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 Change
in Stake 		Capital Flow
51
$218K 0.45%
230
52
$217K 0.45%
47
53
$210K 0.44%
687
54
$203K 0.42%
885
55
$201K 0.42%
1,255
1 2
3