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
51
$742K 0.41%
16,640
-2,560
52
$734K 0.41%
1,254
-509
53
$713K 0.4%
3,733
+1,780
54
$712K 0.39%
5,695
-2,516
55
$699K 0.39%
+13,993
56
$667K 0.37%
13,305
+4,854
57
$665K 0.37%
+8,630
58
$662K 0.37%
10,632
-259
59
$661K 0.37%
+18,903
60
$657K 0.36%
15,284
+4,878
61
$655K 0.36%
17,490
-952
62
$649K 0.36%
2,217
+117
63
$639K 0.35%
2,022
-751
64
$632K 0.35%
56,134
-10,260
65
$618K 0.34%
5,512
-15
66
$608K 0.34%
19,676
67
$576K 0.32%
5,773
-9,165
68
$572K 0.32%
11,535
+4,256
69
$552K 0.31%
32,381
70
$541K 0.3%
19,293
71
$533K 0.3%
2,225
+163
72
$510K 0.28%
2,679
-985
73
$504K 0.28%
1,737
+31
74
$502K 0.28%
13,401
75
$490K 0.27%
1,691
1 2
3
4 5