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
576
$8K ﹤0.01%
250
577
$8K ﹤0.01%
+35
578
$8K ﹤0.01%
122
579
$8K ﹤0.01%
1,200
580
$8K ﹤0.01%
250
+177
581
$8K ﹤0.01%
100
582
$8K ﹤0.01%
1
583
$8K ﹤0.01%
70
+50
584
$8K ﹤0.01%
90
585
$8K ﹤0.01%
+26
586
$8K ﹤0.01%
85
587
$7K ﹤0.01%
300
588
$7K ﹤0.01%
40
589
$7K ﹤0.01%
+800
590
$7K ﹤0.01%
439
+22
591
$7K ﹤0.01%
+99
592
$7K ﹤0.01%
115
593
$7K ﹤0.01%
16
594
$7K ﹤0.01%
+76
595
$7K ﹤0.01%
+400
596
$7K ﹤0.01%
45
597
$7K ﹤0.01%
187
+150
598
$7K ﹤0.01%
423
-82
599
$7K ﹤0.01%
+132
600
$7K ﹤0.01%
+750
22 23
24
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