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
51
$2.58M 0.36%
7,216
-14
52
$2.48M 0.35%
12,594
+152
53
$2.45M 0.34%
20,714
-336
54
$2.42M 0.34%
13,377
-104
55
$2.3M 0.32%
11,047
-9
56
$2.29M 0.32%
7,313
-2,827
57
$2.23M 0.31%
17,107
-216
58
$2.2M 0.31%
13,712
+307
59
$2.18M 0.31%
8,206
-89
60
$2.15M 0.3%
18,090
+278
61
$2.13M 0.3%
8,690
+19
62
$2.12M 0.3%
57,488
-2,793
63
$2.09M 0.29%
159,960
+2,720
64
$2.06M 0.29%
10,581
-678
65
$2.01M 0.28%
12,768
+141
66
$2M 0.28%
34,026
+100
67
$1.99M 0.28%
65,505
+1,428
68
$1.95M 0.27%
13,882
+86
69
$1.86M 0.26%
4,304
70
$1.83M 0.26%
25,363
-663
71
$1.7M 0.24%
7,505
-109
72
$1.7M 0.24%
20,171
-817
73
$1.67M 0.23%
21,333
-324
74
$1.66M 0.23%
67,496
+2,551
75
$1.66M 0.23%
10,608
+225
1 2
3
4 5