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
701
$3K ﹤0.01%
5
702
$3K ﹤0.01%
+20
703
$3K ﹤0.01%
+25
704
$3K ﹤0.01%
14
-15
705
$3K ﹤0.01%
+25
706
$3K ﹤0.01%
+5
707
$3K ﹤0.01%
23
708
$3K ﹤0.01%
22
709
$3K ﹤0.01%
15
710
$3K ﹤0.01%
149
711
$3K ﹤0.01%
38
712
$3K ﹤0.01%
+50
713
$3K ﹤0.01%
46
714
$3K ﹤0.01%
183
+3
715
$3K ﹤0.01%
9
716
$3K ﹤0.01%
7
717
$3K ﹤0.01%
+25
718
$3K ﹤0.01%
+500
719
$3K ﹤0.01%
28
720
$3K ﹤0.01%
104
721
$3K ﹤0.01%
15
722
$3K ﹤0.01%
20
723
$3K ﹤0.01%
19
724
$3K ﹤0.01%
44
725
$3K ﹤0.01%
32
-288
27 28
29
30 31