BWA
BlueChip Wealth Advisors Portfolio holdings
AUM
$225M
This Quarter Return
+9.8%
1 Year Return
+13.31%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$143M
AUM Growth
–
Cap. Flow
+$143M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
44.45%
Holding
115
New
115
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
iShares Core S&P Mid-Cap ETF
IJH
|
$8.68M |
| 2 |
Invesco S&P 500 Equal Weight ETF
RSP
|
$8.45M |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
$8.4M |
| 4 |
Schwab US Dividend Equity ETF
SCHD
|
$8.39M |
| 5 |
First Trust Value Line Dividend Fund
FVD
|
$7.77M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 6.19% |
| 2 | Financials | 5.26% |
| 3 | Consumer Discretionary | 2.45% |
| 4 | Industrials | 1.51% |
| 5 | Consumer Staples | 1.45% |
