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
601
$7K ﹤0.01%
187
+150
602
$7K ﹤0.01%
423
-82
603
$7K ﹤0.01%
+132
604
$7K ﹤0.01%
90
605
$7K ﹤0.01%
36
606
$7K ﹤0.01%
+8
607
$6K ﹤0.01%
+100
608
$6K ﹤0.01%
300
+200
609
$6K ﹤0.01%
160
610
$6K ﹤0.01%
+70
611
$6K ﹤0.01%
26
612
$6K ﹤0.01%
14
613
$6K ﹤0.01%
23
614
$6K ﹤0.01%
450
615
$6K ﹤0.01%
300
616
$6K ﹤0.01%
21
617
$6K ﹤0.01%
12
618
$6K ﹤0.01%
+38
619
$6K ﹤0.01%
38
620
$6K ﹤0.01%
62
621
$6K ﹤0.01%
54
622
$6K ﹤0.01%
124
623
$6K ﹤0.01%
+305
624
$6K ﹤0.01%
+70
625
$5K ﹤0.01%
500
23 24
25
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