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
76
$488K 0.27%
11,264
77
$482K 0.27%
17,201
-9,181
78
$472K 0.26%
3,724
79
$453K 0.25%
4,568
+287
80
$432K 0.24%
5,655
+2,828
81
$416K 0.23%
2,735
+129
82
$415K 0.23%
1,705
+279
83
$413K 0.23%
9,389
-972
84
$410K 0.23%
810
+18
85
$403K 0.22%
10,790
-1,190
86
$398K 0.22%
1,474
87
$395K 0.22%
34,616
-14,857
88
$393K 0.22%
3,650
-1,403
89
$391K 0.22%
4,423
90
$360K 0.2%
3,592
-6,942
91
$355K 0.2%
2,458
-346
92
$350K 0.19%
1,848
-1,646
93
$344K 0.19%
14,198
94
$338K 0.19%
1,860
-548
95
$334K 0.19%
14,362
-1,562
96
$317K 0.18%
+9,061
97
$314K 0.17%
3,433
-261
98
$307K 0.17%
2,342
99
$306K 0.17%
7,771
-21,969
100
$306K 0.17%
4,000
2 3
4
5 6