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
1
$5.9M 12.23%
10,497
2
$4.47M 9.26%
87,852
3
$4.23M 8.76%
182,547
4
$3.44M 7.13%
52,338
5
$2.42M 5.02%
12,556
6
$2.05M 4.26%
21,895
7
$2.02M 4.19%
11,843
8
$1.5M 3.12%
8,727
9
$1.49M 3.09%
29,685
10
$1.21M 2.51%
52,692
11
$1.09M 2.26%
19,788
12
$990K 2.05%
46,046
13
$952K 1.97%
12,590
14
$827K 1.71%
3,197
15
$822K 1.7%
4,415
16
$790K 1.64%
35,158
17
$747K 1.55%
3,924
18
$727K 1.51%
6,957
19
$640K 1.33%
1,202
20
$635K 1.32%
3,722
21
$524K 1.09%
2,357
22
$503K 1.04%
2,051
23
$476K 0.99%
10,496
24
$466K 0.97%
12,848
25
$452K 0.94%
3,628
1
2 3