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
326
$69K 0.01%
1,000
327
$67K 0.01%
+197
328
$66K 0.01%
500
329
$66K 0.01%
1,400
330
$65K 0.01%
3,000
331
$65K 0.01%
926
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332
$65K 0.01%
264
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333
$64K 0.01%
228
334
$64K 0.01%
4,239
335
$64K 0.01%
2,405
336
$60K 0.01%
1,022
-4,925
337
$60K 0.01%
565
+400
338
$58K 0.01%
9,425
+1,425
339
$56K 0.01%
586
+516
340
$56K 0.01%
1,200
341
$56K 0.01%
1,349
-3
342
$54K 0.01%
860
343
$54K 0.01%
1,067
-200
344
$54K 0.01%
409
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345
$54K 0.01%
700
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346
$53K 0.01%
216
+20
347
$53K 0.01%
853
348
$53K 0.01%
5,325
349
$52K 0.01%
78
350
$52K 0.01%
145
12 13
14
15 16