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
376
$41K 0.01%
1,150
+125
377
$41K 0.01%
3,200
-6,000
378
$40K 0.01%
2,782
+5
379
$40K 0.01%
615
380
$39K 0.01%
281
+160
381
$38K 0.01%
1,308
382
$38K 0.01%
747
383
$37K 0.01%
525
384
$37K 0.01%
203
-141
385
$37K 0.01%
172
+25
386
$37K 0.01%
1,098
387
$36K 0.01%
+575
388
$36K 0.01%
625
+1
389
$36K 0.01%
240
390
$35K ﹤0.01%
1,750
391
$35K ﹤0.01%
1,265
392
$35K ﹤0.01%
1,700
393
$35K ﹤0.01%
873
+2
394
$34K ﹤0.01%
893
395
$34K ﹤0.01%
305
+75
396
$33K ﹤0.01%
3,200
397
$33K ﹤0.01%
983
+15
398
$32K ﹤0.01%
223
+124
399
$32K ﹤0.01%
500
+100
400
$32K ﹤0.01%
+68
14 15
16
17 18