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
276
$111K 0.02%
1,475
277
$111K 0.02%
420
+135
278
$109K 0.02%
469
+125
279
$108K 0.02%
6,010
280
$108K 0.02%
911
-50
281
$107K 0.02%
607
282
$105K 0.01%
1,200
283
$104K 0.01%
1,785
284
$104K 0.01%
1,800
285
$103K 0.01%
1,358
286
$103K 0.01%
1,428
287
$101K 0.01%
864
+179
288
$99K 0.01%
6,504
+288
289
$99K 0.01%
1,548
290
$98K 0.01%
1,151
291
$98K 0.01%
750
292
$98K 0.01%
+8,100
293
$97K 0.01%
5,050
+1,300
294
$96K 0.01%
900
+126
295
$93K 0.01%
3,371
296
$93K 0.01%
1,698
-1,930
297
$92K 0.01%
1,733
-338
298
$92K 0.01%
1,970
-1,200
299
$92K 0.01%
955
-10
300
$90K 0.01%
1,900
10 11
12
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