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
76
$452K 0.27%
+2,481
77
$448K 0.26%
+10,406
78
$447K 0.26%
20,112
+675
79
$446K 0.26%
8,802
-989
80
$443K 0.26%
1,656
81
$441K 0.26%
1,731
+60
82
$430K 0.25%
2,606
+2
83
$426K 0.25%
27,740
84
$425K 0.25%
2,099
+197
85
$424K 0.25%
11,980
86
$416K 0.24%
+4,744
87
$391K 0.23%
3,544
88
$380K 0.22%
746
-48
89
$379K 0.22%
+418
90
$368K 0.22%
1,474
91
$365K 0.21%
2,945
+150
92
$360K 0.21%
2,460
+21
93
$359K 0.21%
4,423
94
$356K 0.21%
+7,098
95
$355K 0.21%
1,953
+36
96
$355K 0.21%
3,864
+431
97
$351K 0.21%
+3,510
98
$344K 0.2%
6,163
-1,578
99
$319K 0.19%
36,945
100
$317K 0.19%
4,887
-2,312
2 3
4
5 6