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
$180M
AUM Growth
-$10.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1
+$936K
2
+$833K
3
+$699K
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$670K
5
AIRR icon
First Trust RBA American Industrial Renaissance ETF
AIRR
+$665K

Top Sells

1
+$1.26M
2
+$914K
3
+$886K
4
TOTL icon
SPDR DoubleLine Total Return Tactical ETF
TOTL
+$865K
5
NVDA icon
NVIDIA
NVDA
+$815K

Sector Composition

1 Technology 5.6%
2 Financials 3.57%
3 Consumer Discretionary 2.15%
4 Communication Services 1.02%
5 Consumer Staples 0.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.78M 0.99%
26,922
-967
27
$1.53M 0.85%
3,800
+43
28
$1.46M 0.81%
10,860
-6,072
29
$1.44M 0.8%
11,553
-392
30
$1.41M 0.78%
32,077
-12,421
31
$1.41M 0.78%
86,434
+17,357
32
$1.32M 0.73%
27,197
-6,598
33
$1.3M 0.72%
36,195
34
$1.17M 0.65%
10,179
-107
35
$1.13M 0.62%
11,856
+1,859
36
$1.12M 0.62%
22,435
-2,698
37
$1.07M 0.59%
5,442
+3,420
38
$992K 0.55%
5,357
+88
39
$985K 0.55%
9,894
+14
40
$936K 0.52%
+20,661
41
$919K 0.51%
33,175
+832
42
$901K 0.5%
4,109
-2,546
43
$861K 0.48%
39,658
44
$840K 0.47%
20,313
+739
45
$825K 0.46%
8,226
+3,640
46
$807K 0.45%
15,217
+8,279
47
$795K 0.44%
54,903
+5,931
48
$795K 0.44%
9,654
+1,767
49
$748K 0.42%
12,639
+1
50
$744K 0.41%
1,641
+11
1
2
3 4 5