BWA

BDO Wealth Advisors Portfolio holdings

AUM $872M
1-Year Est. Return 15.17%
This Fund
S&P 500
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
+$8.67M
2
+$3.45M
3
+$3.05M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$2.56M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.52M

Top Sells

1
+$3.37M
2
+$2.55M
3
+$2.17M
4
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$1.74M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$1.39M

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
426
$26K ﹤0.01%
1,299
427
$26K ﹤0.01%
1,076
428
$26K ﹤0.01%
366
429
$25K ﹤0.01%
140
430
$25K ﹤0.01%
687
431
$25K ﹤0.01%
338
432
$25K ﹤0.01%
952
+8
433
$25K ﹤0.01%
+500
434
$25K ﹤0.01%
600
435
$24K ﹤0.01%
200
436
$24K ﹤0.01%
682
+301
437
$24K ﹤0.01%
304
-56
438
$24K ﹤0.01%
128
439
$24K ﹤0.01%
245
440
$24K ﹤0.01%
792
441
$24K ﹤0.01%
480
442
$24K ﹤0.01%
220
443
$23K ﹤0.01%
838
444
$23K ﹤0.01%
525
445
$23K ﹤0.01%
107
+1
446
$23K ﹤0.01%
1,140
447
$23K ﹤0.01%
281
448
$23K ﹤0.01%
629
+500
449
$23K ﹤0.01%
730
-74
450
$23K ﹤0.01%
263
16 17
18
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