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
451
$22K ﹤0.01%
105
+90
452
$22K ﹤0.01%
157
+32
453
$22K ﹤0.01%
10
-5
454
$22K ﹤0.01%
800
+650
455
$22K ﹤0.01%
+450
456
$22K ﹤0.01%
+195
457
$21K ﹤0.01%
144
458
$21K ﹤0.01%
2,500
459
$21K ﹤0.01%
+550
460
$21K ﹤0.01%
705
+630
461
$21K ﹤0.01%
+225
462
$21K ﹤0.01%
1,101
+1,100
463
$21K ﹤0.01%
700
-1,250
464
$20K ﹤0.01%
+60
465
$19K ﹤0.01%
133
-22
466
$19K ﹤0.01%
66
467
$19K ﹤0.01%
215
+165
468
$19K ﹤0.01%
319
+3
469
$19K ﹤0.01%
400
470
$19K ﹤0.01%
34
471
$18K ﹤0.01%
152
+121
472
$18K ﹤0.01%
521
+1
473
$18K ﹤0.01%
51
+42
474
$18K ﹤0.01%
125
-11
475
$18K ﹤0.01%
420
17 18
19
20 21