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
$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
State Street 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
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