BWA

BlueChip Wealth Advisors Portfolio holdings

AUM $234M
1-Year Est. Return 13.4%
This Quarter Est. Return
1 Year Est. Return
+13.4%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$170M
AUM Growth
+$14.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
145
New
Increased
Reduced
Closed

Top Buys

1
+$3.11M
2
+$1.62M
3
+$1.27M
4
FDL icon
First Trust Morningstar Dividend Leaders Index Fund
FDL
+$1.11M
5
COWZ icon
Pacer US Cash Cows 100 ETF
COWZ
+$1.01M

Top Sells

1
+$592K
2
+$587K
3
+$490K
4
FTCS icon
First Trust Capital Strength ETF
FTCS
+$481K
5
FTHI icon
First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF
FTHI
+$373K

Sector Composition

1 Technology 6.49%
2 Financials 4.04%
3 Consumer Discretionary 2.27%
4 Industrials 1.52%
5 Communication Services 1.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.78M 1.05%
37,112
-1,119
27
$1.48M 0.87%
48,551
+1,591
28
$1.36M 0.8%
11,996
-1,922
29
$1.28M 0.75%
3,517
30
$1.28M 0.75%
25,579
+1,821
31
$1.27M 0.75%
+9,250
32
$1.26M 0.74%
14,699
+240
33
$1.24M 0.73%
10,090
-2,028
34
$1.21M 0.71%
2,420
+10
35
$1.16M 0.68%
29,166
-961
36
$1.15M 0.68%
26,472
-2,533
37
$1.1M 0.65%
10,286
-1,177
38
$1.09M 0.64%
5,660
+2,090
39
$1.09M 0.64%
22,403
-1,134
40
$1.09M 0.64%
69,036
+43,158
41
$1.06M 0.62%
10,503
-38
42
$949K 0.56%
9,874
-1,924
43
$886K 0.52%
1,757
+390
44
$853K 0.5%
32,862
-711
45
$846K 0.5%
4,849
-35
46
$830K 0.49%
20,427
-24
47
$817K 0.48%
19,200
48
$812K 0.48%
69,367
+16,894
49
$782K 0.46%
39,658
+15,905
50
$760K 0.45%
2,896
+839
1
2
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