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
251
$159K 0.02%
2,048
+748
252
$157K 0.02%
5,000
253
$156K 0.02%
7,212
+3,375
254
$155K 0.02%
3,790
+210
255
$153K 0.02%
750
-25
256
$153K 0.02%
9,552
-88
257
$147K 0.02%
293
+93
258
$145K 0.02%
9,192
259
$145K 0.02%
541
+2
260
$145K 0.02%
4,904
+8
261
$144K 0.02%
528
-15
262
$143K 0.02%
2,295
+2
263
$143K 0.02%
677
264
$142K 0.02%
1,716
+3
265
$141K 0.02%
525
+53
266
$137K 0.02%
1,591
-3,162
267
$135K 0.02%
775
-90
268
$132K 0.02%
1,726
269
$129K 0.02%
749
+3
270
$124K 0.02%
2,114
+337
271
$118K 0.02%
864
272
$117K 0.02%
2,500
273
$115K 0.02%
1,350
+1,200
274
$114K 0.02%
1,454
-72
275
$112K 0.02%
1,989
9 10
11
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