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
26
$6.54M 0.92%
51,082
+4,472
27
$6.43M 0.91%
42,408
+175
28
$5.67M 0.8%
27,416
+1,334
29
$5.38M 0.76%
247,522
-20,240
30
$5.3M 0.75%
72,219
-3,043
31
$5M 0.7%
24,539
-1,576
32
$4.63M 0.65%
44,500
33
$4.49M 0.63%
81,416
-1,162
34
$3.98M 0.56%
31,330
+41
35
$3.89M 0.55%
22,017
-277
36
$3.67M 0.52%
7,885
+41
37
$3.52M 0.5%
18,098
+804
38
$3.15M 0.44%
12,155
+9
39
$3.07M 0.43%
21,758
-10,290
40
$2.97M 0.42%
26,073
+308
41
$2.92M 0.41%
20,141
+117
42
$2.9M 0.41%
64,911
+1,674
43
$2.87M 0.4%
10,509
+139
44
$2.86M 0.4%
17,540
+3,040
45
$2.77M 0.39%
29,804
-150
46
$2.77M 0.39%
55,549
+3,293
47
$2.69M 0.38%
48,839
-83
48
$2.65M 0.37%
55,074
+666
49
$2.6M 0.37%
25,350
-144
50
$2.58M 0.36%
29,400
-660
1
2
3 4 5