BWA
BlueChip Wealth Advisors Portfolio holdings
AUM
$225M
1-Year Est. Return
13.31%
1 Year Est. Return
+13.31%
AUM
$204M
AUM Growth
+$23.4M
(+13%)
Holding
158
Top Buys
| 1 | +$5.84M | |
| 2 | +$4.06M | |
| 3 | +$3.74M | |
| 4 |
DoubleLine Opportunistic Bond ETF
DBND
|
+$2.23M |
| 5 |
First Trust Value Line Dividend Fund
FVD
|
+$1.04M |
Top Sells
| 1 | +$1.41M | |
| 2 | +$879K | |
| 3 | +$839K | |
| 4 |
Vanguard Tax-Exempt Bond Index Fund
VTEB
|
+$667K |
| 5 |
iShares Core S&P Mid-Cap ETF
IJH
|
+$499K |
Sector Composition
| 1 | Technology | 4.66% |
| 2 | Financials | 3.68% |
| 3 | Consumer Discretionary | 1.92% |
| 4 | Communication Services | 0.89% |
| 5 | Consumer Staples | 0.87% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
151
Cornerstone Strategic Value Fund
CLM
$2.34B
| $97.2K | 0.05% |
13,297
|
|
||
152
Marriott International
MAR
$70.8B
| $22.8K | 0.01% |
+67,860
|
|
||
|
CMCT
153
Creative Media & Community Trust
CMCT
$5.16M
| – | – |
-156
|
|
||
154
FT Vest US Equity Buffer ETF March
FMAR
$891M
| – | – |
-4,750
|
|
||
155
First Trust Large Cap Growth AlphaDEX Fund
FTC
$1.25B
| – | – |
-1,471
|
|
||
156
iShares Russell Top 200 Growth ETF
IWY
$15.9B
| – | – |
-924
|
|
||
|
157
Vanguard Tax-Exempt Bond Index Fund
VTEB
$39.8B
| – | – |
-13,305
|
|
||
158
Energy Select Sector SPDR Fund
XLE
$25.8B
| – | – |
-2,797
|
|