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
501
$15K ﹤0.01%
148
+75
502
$15K ﹤0.01%
225
+25
503
$15K ﹤0.01%
745
+25
504
$15K ﹤0.01%
+214
505
$15K ﹤0.01%
75
-35
506
$15K ﹤0.01%
+800
507
$15K ﹤0.01%
626
508
$15K ﹤0.01%
200
+50
509
$15K ﹤0.01%
275
510
$15K ﹤0.01%
157
511
$14K ﹤0.01%
485
512
$14K ﹤0.01%
130
513
$14K ﹤0.01%
500
514
$14K ﹤0.01%
1,009
515
$13K ﹤0.01%
800
516
$13K ﹤0.01%
155
+105
517
$13K ﹤0.01%
550
+350
518
$13K ﹤0.01%
+250
519
$13K ﹤0.01%
+45
520
$13K ﹤0.01%
295
-97
521
$13K ﹤0.01%
+108
522
$13K ﹤0.01%
353
523
$13K ﹤0.01%
142
524
$13K ﹤0.01%
+25
525
$13K ﹤0.01%
276
+1
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