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
401
$32K ﹤0.01%
278
402
$31K ﹤0.01%
350
403
$31K ﹤0.01%
118
-26
404
$31K ﹤0.01%
125
+80
405
$31K ﹤0.01%
340
406
$31K ﹤0.01%
260
407
$30K ﹤0.01%
472
408
$30K ﹤0.01%
112
+88
409
$30K ﹤0.01%
+400
410
$30K ﹤0.01%
838
411
$30K ﹤0.01%
1,017
412
$29K ﹤0.01%
251
+180
413
$29K ﹤0.01%
+65
414
$29K ﹤0.01%
455
415
$29K ﹤0.01%
107
+79
416
$29K ﹤0.01%
870
+105
417
$28K ﹤0.01%
+518
418
$28K ﹤0.01%
276
+1
419
$28K ﹤0.01%
1,435
-2,048
420
$28K ﹤0.01%
1,600
421
$28K ﹤0.01%
+200
422
$27K ﹤0.01%
1,000
423
$27K ﹤0.01%
+50
424
$27K ﹤0.01%
1,290
425
$26K ﹤0.01%
1,299
15 16
17
18 19