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
676
$4K ﹤0.01%
281
677
$4K ﹤0.01%
60
-284
678
$4K ﹤0.01%
7
679
$4K ﹤0.01%
+300
680
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58
681
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92
682
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8
683
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250
684
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258
685
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40
686
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126
+1
687
$3K ﹤0.01%
61
688
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41
689
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58
690
$3K ﹤0.01%
+50
691
$3K ﹤0.01%
91
692
$3K ﹤0.01%
74
693
$3K ﹤0.01%
92
694
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41
695
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172
696
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17
697
$3K ﹤0.01%
300
698
$3K ﹤0.01%
67
699
$3K ﹤0.01%
+25
700
$3K ﹤0.01%
73
26 27
28
29 30