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
51
$752K 0.44%
885
+588
52
$744K 0.44%
11,690
+315
53
$740K 0.44%
26,057
54
$739K 0.44%
9,524
+127
55
$728K 0.43%
+21,350
56
$704K 0.41%
1,730
-23
57
$689K 0.41%
3,756
+938
58
$662K 0.39%
46,237
-41,000
59
$621K 0.37%
13,610
-5,472
60
$616K 0.36%
12,975
-73
61
$603K 0.36%
18,442
+7,340
62
$585K 0.34%
+19,676
63
$578K 0.34%
11,283
-359
64
$575K 0.34%
4,994
+1,309
65
$557K 0.33%
6,367
+1,770
66
$550K 0.32%
32,381
-2,500
67
$534K 0.31%
5,527
+194
68
$527K 0.31%
23,620
-8,823
69
$504K 0.3%
12,666
+1
70
$501K 0.3%
2,100
71
$495K 0.29%
4,326
-10
72
$487K 0.29%
15,692
+723
73
$478K 0.28%
11,213
+326
74
$475K 0.28%
+13,401
75
$455K 0.27%
6,714
+292
1 2
3
4 5