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
301
$89K 0.01%
+1,165
302
$88K 0.01%
255
-151
303
$85K 0.01%
3,031
-470
304
$84K 0.01%
1,705
305
$84K 0.01%
2,247
306
$83K 0.01%
3,600
307
$83K 0.01%
750
-90
308
$81K 0.01%
+1,800
309
$80K 0.01%
2,544
310
$79K 0.01%
250
+50
311
$78K 0.01%
1,350
312
$77K 0.01%
562
-2,058
313
$77K 0.01%
843
+150
314
$77K 0.01%
683
315
$76K 0.01%
5,000
316
$76K 0.01%
1,633
317
$76K 0.01%
3,000
318
$75K 0.01%
1,464
-285
319
$75K 0.01%
550
-100
320
$74K 0.01%
710
+10
321
$73K 0.01%
850
322
$73K 0.01%
1,438
323
$71K 0.01%
275
+75
324
$71K 0.01%
1,060
+50
325
$70K 0.01%
1,000
11 12
13
14 15