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
101
$302K 0.18%
+7,450
102
$298K 0.18%
24,564
103
$295K 0.17%
3,351
104
$292K 0.17%
1,426
-70
105
$291K 0.17%
4,920
+92
106
$286K 0.17%
4,000
107
$283K 0.17%
2,342
108
$281K 0.17%
1,794
+84
109
$280K 0.16%
+426
110
$280K 0.16%
13,784
+678
111
$279K 0.16%
+4,140
112
$277K 0.16%
1,520
113
$275K 0.16%
+5,208
114
$274K 0.16%
4,747
+103
115
$268K 0.16%
8,843
+452
116
$267K 0.16%
4,000
117
$265K 0.16%
+7,579
118
$262K 0.15%
5,401
+119
119
$254K 0.15%
+986
120
$252K 0.15%
3,427
-594
121
$250K 0.15%
6,060
-1,000
122
$249K 0.15%
+1,508
123
$246K 0.14%
5,602
-300
124
$244K 0.14%
+548
125
$242K 0.14%
812
2 3 4
5
6