BWA
BlueChip Wealth Advisors Portfolio holdings
AUM
$225M
1-Year Return
13.31%
This Quarter Return
+0.78%
1 Year Return
+13.31%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$170M
AUM Growth
+$14.7M
(+9.5%)
Cap. Flow
+$15M
Cap. Flow
% of AUM
8.83%
Top 10 Holdings %
Top 10 Hldgs %
39.3%
Holding
145
New
23
Increased
54
Reduced
38
Closed
8
Top Buys
| 1 |
Janus Henderson AAA CLO ETF
JAAA
|
$3.11M |
| 2 |
NVIDIA
NVDA
|
$1.62M |
| 3 |
United Parcel Service
UPS
|
$1.27M |
| 4 |
First Trust Morningstar Dividend Leaders Index Fund
FDL
|
$1.11M |
| 5 |
Pacer US Cash Cows 100 ETF
COWZ
|
$1.01M |
Top Sells
Sector Composition
| 1 | Technology | 6.49% |
| 2 | Financials | 4.04% |
| 3 | Consumer Discretionary | 2.27% |
| 4 | Industrials | 1.52% |
| 5 | Communication Services | 1.51% |
