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
$155M
AUM Growth
+$12.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1
+$4.23M
2
+$3.92M
3
+$1.96M
4
KNG icon
FT Vest S&P 500 Dividend Aristocrats Target Income ETF
KNG
+$1.17M
5
CALF icon
Pacer US Small Cap Cash Cows 100 ETF
CALF
+$1.02M

Top Sells

1
+$2.94M
2
+$1.49M
3
+$1.45M
4
TFC icon
Truist Financial
TFC
+$979K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$855K

Sector Composition

1 Technology 4.45%
2 Financials 4.29%
3 Consumer Discretionary 2.15%
4 Industrials 1.14%
5 Consumer Staples 1.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$651K 0.42%
13,048
+1
52
$644K 0.42%
3,570
-2,000
53
$621K 0.4%
52,473
-23,744
54
$597K 0.38%
11,642
-1,098
55
$592K 0.38%
34,881
+630
56
$574K 0.37%
2,057
-647
57
$552K 0.36%
4,336
58
$524K 0.34%
2,100
59
$496K 0.32%
9,791
+1,482
60
$480K 0.31%
12,665
-8,608
61
$474K 0.31%
7,199
62
$471K 0.3%
1,671
63
$465K 0.3%
14,969
64
$456K 0.29%
2,604
+82
65
$454K 0.29%
6,422
+250
66
$453K 0.29%
23,753
-10,000
67
$447K 0.29%
10,887
-1,098
68
$433K 0.28%
19,437
-2,394
69
$430K 0.28%
1,656
70
$429K 0.28%
2,818
-978
71
$428K 0.28%
3,685
72
$427K 0.28%
27,740
73
$413K 0.27%
+25,878
74
$413K 0.27%
+11,980
75
$405K 0.26%
3,544
1 2
3
4 5