BWA

BDO Wealth Advisors Portfolio holdings

AUM $872M
1-Year Est. Return 15.17%
This Quarter Est. Return
1 Year Est. Return
+15.17%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$711M
AUM Growth
+$96.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,030
New
Increased
Reduced
Closed

Top Buys

1
+$9.3M
2
+$3.46M
3
+$3.26M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$2.87M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.66M

Top Sells

1
+$3.57M
2
+$2.69M
3
+$2.28M
4
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$1.84M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$1.45M

Sector Composition

1 Technology 6.4%
2 Financials 4.98%
3 Healthcare 4.5%
4 Consumer Discretionary 3.83%
5 Communication Services 3.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$217K 0.03%
7,345
-257
227
$215K 0.03%
2,776
-80
228
$213K 0.03%
5,587
229
$213K 0.03%
7,050
+75
230
$209K 0.03%
4,227
231
$207K 0.03%
7,409
232
$204K 0.03%
2,500
233
$201K 0.03%
1,926
+17
234
$197K 0.03%
2,705
-255
235
$196K 0.03%
4,149
236
$194K 0.03%
5,552
-558
237
$189K 0.03%
+3,710
238
$187K 0.03%
1,942
+61
239
$183K 0.03%
1,615
-200
240
$181K 0.03%
5,472
+4
241
$178K 0.03%
3,530
-1,100
242
$178K 0.03%
1,104
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243
$177K 0.02%
4,320
244
$174K 0.02%
11,035
245
$174K 0.02%
7,828
246
$173K 0.02%
1,133
+12
247
$172K 0.02%
3,425
-535
248
$170K 0.02%
4,240
+200
249
$163K 0.02%
954
250
$161K 0.02%
525
8 9
10
11 12