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
501
$15K ﹤0.01%
1,106
502
$15K ﹤0.01%
626
503
$15K ﹤0.01%
200
+50
504
$15K ﹤0.01%
275
505
$15K ﹤0.01%
148
+75
506
$15K ﹤0.01%
225
+25
507
$15K ﹤0.01%
745
+25
508
$15K ﹤0.01%
+214
509
$15K ﹤0.01%
157
510
$15K ﹤0.01%
75
-35
511
$14K ﹤0.01%
1,009
512
$14K ﹤0.01%
485
513
$14K ﹤0.01%
130
514
$14K ﹤0.01%
500
515
$13K ﹤0.01%
295
-97
516
$13K ﹤0.01%
+108
517
$13K ﹤0.01%
353
518
$13K ﹤0.01%
142
519
$13K ﹤0.01%
+25
520
$13K ﹤0.01%
550
+350
521
$13K ﹤0.01%
276
+1
522
$13K ﹤0.01%
1,112
523
$13K ﹤0.01%
150
+101
524
$13K ﹤0.01%
27
+19
525
$13K ﹤0.01%
800
19 20
21
22 23