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
701
$3K ﹤0.01%
+20
702
$3K ﹤0.01%
20
703
$3K ﹤0.01%
19
704
$3K ﹤0.01%
38
705
$3K ﹤0.01%
+50
706
$3K ﹤0.01%
44
707
$3K ﹤0.01%
32
-288
708
$3K ﹤0.01%
86
-43
709
$3K ﹤0.01%
159
710
$3K ﹤0.01%
+5
711
$3K ﹤0.01%
31
712
$3K ﹤0.01%
61
713
$3K ﹤0.01%
20
714
$3K ﹤0.01%
109
715
$3K ﹤0.01%
41
716
$3K ﹤0.01%
58
717
$3K ﹤0.01%
45
718
$3K ﹤0.01%
+50
719
$3K ﹤0.01%
44
720
$3K ﹤0.01%
9
721
$3K ﹤0.01%
91
722
$3K ﹤0.01%
74
723
$3K ﹤0.01%
92
724
$3K ﹤0.01%
41
725
$3K ﹤0.01%
172
27 28
29
30 31