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
$143M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1
+$8.68M
2
+$8.45M
3
+$8.4M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$8.39M
5
FVD icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$253K 0.18%
+1,355
102
$248K 0.17%
+2,752
103
$239K 0.17%
+4,557
104
$238K 0.17%
+5,649
105
$226K 0.16%
+2,059
106
$219K 0.15%
+25,445
107
$219K 0.15%
+5,602
108
$217K 0.15%
+3,692
109
$216K 0.15%
+7,391
110
$215K 0.15%
+2,570
111
$213K 0.15%
+812
112
$203K 0.14%
+5,457
113
$203K 0.14%
+365
114
$183K 0.13%
+3,856
115
$171K 0.12%
+15,082
1 2 3 4
5