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
551
$10K ﹤0.01%
31
552
$10K ﹤0.01%
50
-146
553
$10K ﹤0.01%
603
+200
554
$10K ﹤0.01%
+83
555
$9K ﹤0.01%
530
556
$9K ﹤0.01%
+200
557
$9K ﹤0.01%
114
558
$9K ﹤0.01%
+100
559
$9K ﹤0.01%
1,100
-150
560
$9K ﹤0.01%
1,000
561
$9K ﹤0.01%
+400
562
$9K ﹤0.01%
106
563
$9K ﹤0.01%
918
-3,228
564
$9K ﹤0.01%
400
565
$9K ﹤0.01%
136
566
$9K ﹤0.01%
500
567
$9K ﹤0.01%
700
568
$8K ﹤0.01%
570
+400
569
$8K ﹤0.01%
+293
570
$8K ﹤0.01%
150
+50
571
$8K ﹤0.01%
1,000
572
$8K ﹤0.01%
246
573
$8K ﹤0.01%
900
574
$8K ﹤0.01%
5
-33
575
$8K ﹤0.01%
300
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