BWA

BlueChip Wealth Advisors Portfolio holdings

AUM $225M
1-Year Est. Return 13.31%
This Quarter Est. Return
1 Year Est. Return
+13.31%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$143M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1
+$8.68M
2
+$8.45M
3
+$8.4M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$8.39M
5
FVD icon
First Trust Value Line Dividend Fund
FVD
+$7.77M

Top Sells

No sells this quarter

Sector Composition

1 Technology 6.19%
2 Financials 5.26%
3 Consumer Discretionary 2.45%
4 Industrials 1.51%
5 Consumer Staples 1.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.3M 0.91%
+13,604
27
$1.29M 0.9%
+24,778
28
$1.21M 0.85%
+30,127
29
$1.21M 0.85%
+15,927
30
$1.2M 0.84%
+11,050
31
$1.19M 0.83%
+42,925
32
$1.14M 0.8%
+23,537
33
$1.05M 0.74%
+10,541
34
$1.05M 0.74%
+3,465
35
$1.05M 0.73%
+28,614
36
$1.03M 0.72%
+2,364
37
$1.02M 0.72%
+19,749
38
$1.01M 0.71%
+72,500
39
$925K 0.65%
+18,552
40
$920K 0.64%
+76,217
41
$847K 0.59%
+33,732
42
$846K 0.59%
+5,570
43
$829K 0.58%
+14,075
44
$798K 0.56%
+4,828
45
$762K 0.53%
+10,871
46
$749K 0.52%
+19,200
47
$722K 0.51%
+32,443
48
$716K 0.5%
+21,273
49
$713K 0.5%
+26,057
50
$704K 0.49%
+2,704
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