BWA
BlueChip Wealth Advisors Portfolio holdings
AUM
$225M
This Quarter Return
+7.08%
1 Year Return
+13.31%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$225M
AUM Growth
+$225M
(+10%)
Cap. Flow
+$9.54M
Cap. Flow
% of AUM
4.25%
Top 10 Holdings %
Top 10 Hldgs %
37.15%
Holding
171
New
19
Increased
48
Reduced
48
Closed
3
Top Buys
| 1 |
Vanguard Ultra-Short Bond ETF
VUSB
|
$4.01M |
| 2 |
Vanguard S&P 500 ETF
VOO
|
$1.95M |
| 3 |
Capital Group Dividend Value ETF
CGDV
|
$1.57M |
| 4 |
Vanguard Short-Term Tax-Exempt Bond ETF
VTES
|
$1.51M |
| 5 |
Listed Funds Trust Roundhill Magnificent Seven ETF
MAGS
|
$1.16M |
Top Sells
| 1 |
Pacer US Cash Cows 100 ETF
COWZ
|
$3.84M |
| 2 |
Janus Henderson AAA CLO ETF
JAAA
|
$1.03M |
| 3 |
Cisco
CSCO
|
$778K |
| 4 |
SPDR Gold Trust
GLD
|
$667K |
| 5 |
Invesco S&P 500 Top 50 ETF
XLG
|
$605K |
Sector Composition
| 1 | Technology | 5.21% |
| 2 | Financials | 3.52% |
| 3 | Consumer Discretionary | 1.62% |
| 4 | Communication Services | 1.18% |
| 5 | Industrials | 0.85% |
