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
726
$3K ﹤0.01%
86
-43
727
$3K ﹤0.01%
159
728
$3K ﹤0.01%
+5
729
$3K ﹤0.01%
31
730
$3K ﹤0.01%
20
731
$3K ﹤0.01%
109
732
$3K ﹤0.01%
45
733
$3K ﹤0.01%
44
734
$3K ﹤0.01%
200
-1,000
735
$3K ﹤0.01%
+100
736
$3K ﹤0.01%
525
737
$3K ﹤0.01%
50
738
$3K ﹤0.01%
70
739
$3K ﹤0.01%
56
740
$3K ﹤0.01%
7
741
$3K ﹤0.01%
61
742
$3K ﹤0.01%
+10
743
$3K ﹤0.01%
10
744
$3K ﹤0.01%
+100
745
$2K ﹤0.01%
+10
746
$2K ﹤0.01%
31
747
$2K ﹤0.01%
+50
748
$2K ﹤0.01%
+500
749
$2K ﹤0.01%
56
750
$2K ﹤0.01%
114
28 29
30
31 32