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
526
$13K ﹤0.01%
1,112
527
$13K ﹤0.01%
150
+101
528
$13K ﹤0.01%
27
+19
529
$13K ﹤0.01%
75
530
$13K ﹤0.01%
+700
531
$12K ﹤0.01%
1,000
532
$12K ﹤0.01%
115
+94
533
$12K ﹤0.01%
210
534
$12K ﹤0.01%
32
535
$12K ﹤0.01%
700
536
$12K ﹤0.01%
425
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%
54
546
$10K ﹤0.01%
1,200
547
$10K ﹤0.01%
+300
548
$10K ﹤0.01%
39
549
$10K ﹤0.01%
+100
550
$10K ﹤0.01%
+200
20 21
22
23 24