BWA
BlueChip Wealth Advisors Portfolio holdings
AUM
$225M
This Quarter Return
+0.24%
1 Year Return
+13.31%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$180M
AUM Growth
+$180M
(-5.6%)
Cap. Flow
-$2.96M
Cap. Flow
% of AUM
-1.64%
Top 10 Holdings %
Top 10 Hldgs %
42%
Holding
163
New
11
Increased
46
Reduced
52
Closed
27
Top Buys
| 1 |
Schwab US Dividend Equity ETF
SCHD
|
$7.08M |
| 2 |
DoubleLine Opportunistic Bond ETF
DBND
|
$936K |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
$833K |
| 4 |
Invesco S&P 500 Top 50 ETF
XLG
|
$699K |
| 5 |
Vanguard Dividend Appreciation ETF
VIG
|
$670K |
Top Sells
| 1 |
United Parcel Service
UPS
|
$1.26M |
| 2 |
American Century US Quality Growth ETF
QGRO
|
$914K |
| 3 |
Apple
AAPL
|
$886K |
| 4 |
SPDR DoubleLine Total Return Tactical ETF
TOTL
|
$865K |
| 5 |
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% |
