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
476
$17K ﹤0.01%
+597
477
$17K ﹤0.01%
158
478
$17K ﹤0.01%
+109
479
$17K ﹤0.01%
124
-19
480
$17K ﹤0.01%
317
+250
481
$17K ﹤0.01%
16
-15
482
$16K ﹤0.01%
450
483
$16K ﹤0.01%
330
+175
484
$16K ﹤0.01%
+350
485
$16K ﹤0.01%
+110
486
$16K ﹤0.01%
327
+125
487
$16K ﹤0.01%
383
488
$16K ﹤0.01%
439
-95
489
$16K ﹤0.01%
1,000
490
$16K ﹤0.01%
526
491
$16K ﹤0.01%
1,117
+30
492
$16K ﹤0.01%
43
-23
493
$16K ﹤0.01%
57
-84
494
$16K ﹤0.01%
180
+135
495
$16K ﹤0.01%
125
496
$16K ﹤0.01%
416
+400
497
$16K ﹤0.01%
57
+50
498
$16K ﹤0.01%
80
499
$15K ﹤0.01%
+450
500
$15K ﹤0.01%
1,106
18 19
20
21 22