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
526
$13K ﹤0.01%
155
+105
527
$13K ﹤0.01%
+250
528
$13K ﹤0.01%
+45
529
$13K ﹤0.01%
75
530
$13K ﹤0.01%
+700
531
$12K ﹤0.01%
115
+94
532
$12K ﹤0.01%
210
533
$12K ﹤0.01%
32
534
$12K ﹤0.01%
700
535
$12K ﹤0.01%
425
536
$12K ﹤0.01%
1,000
537
$11K ﹤0.01%
78
+50
538
$11K ﹤0.01%
45
539
$11K ﹤0.01%
180
540
$11K ﹤0.01%
208
541
$11K ﹤0.01%
+900
542
$11K ﹤0.01%
67
+31
543
$11K ﹤0.01%
166
544
$11K ﹤0.01%
400
545
$10K ﹤0.01%
39
546
$10K ﹤0.01%
+100
547
$10K ﹤0.01%
+200
548
$10K ﹤0.01%
31
549
$10K ﹤0.01%
54
550
$10K ﹤0.01%
50
-146
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