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
651
$4K ﹤0.01%
+45
652
$4K ﹤0.01%
38
653
$4K ﹤0.01%
40
654
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95
655
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200
656
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89
657
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37
658
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69
659
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45
+20
660
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45
661
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250
662
$4K ﹤0.01%
127
663
$4K ﹤0.01%
144
664
$4K ﹤0.01%
90
665
$4K ﹤0.01%
+62
666
$4K ﹤0.01%
+100
667
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175
+50
668
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23
669
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91
670
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60
671
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18
672
$4K ﹤0.01%
55
673
$4K ﹤0.01%
69
+10
674
$4K ﹤0.01%
+200
675
$4K ﹤0.01%
43
25 26
27
28 29