BWA

Bestgate Wealth Advisors Portfolio holdings

AUM $55.4M
1-Year Est. Return 15.67%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.67%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$56.6M
AUM Growth
+$8.39M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
60
New
Increased
Reduced
Closed

Top Buys

1
+$495K
2
+$369K
3
+$238K
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$230K
5
VGT icon
Vanguard Information Technology ETF
VGT
+$224K

Top Sells

1
+$466K
2
+$303K
3
+$218K
4
BDX icon
Becton Dickinson
BDX
+$203K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$183K

Sector Composition

1 Technology 7.22%
2 Financials 5.39%
3 Consumer Discretionary 3.4%
4 Communication Services 2.62%
5 Healthcare 1.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$239K 0.42%
1,158
52
$239K 0.42%
+2,560
53
$219K 0.39%
1,255
54
$217K 0.38%
1,287
-42
55
$213K 0.38%
+3,170
56
$209K 0.37%
+1,128
57
$202K 0.36%
687
58
– –
-12,848
59
– –
-885
60
– –
-230
1 2
3