BWA
BlueChip Wealth Advisors Portfolio holdings
AUM $204M
AUM
$204M
AUM Growth
+$23.4M (+13%)
Cap. Flow
+$28M
Cap. Flow % of AUM
13.77%
Top 10 Holdings %Top 10 Hldgs %
37.78%
Holding
158
New
22
Increased
54
Reduced
37
Closed
6
Top Buys
1 | $5.84M | |
2 | $4.06M | |
3 | $3.74M | |
4 | $2.23M | |
5 | $1.04M |
Top Sells
1 | $1.41M | |
2 | $879K | |
3 | $839K | |
4 | $499K | |
5 | $447K |
Sector Composition
1 | Technology | 4.66% |
2 | Financials | 3.68% |
3 | Consumer Discretionary | 1.92% |
4 | Communication Services | 0.89% |
5 | Consumer Staples | 0.87% |