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
726
$3K ﹤0.01%
200
-1,000
727
$3K ﹤0.01%
+100
728
$3K ﹤0.01%
525
729
$3K ﹤0.01%
+25
730
$3K ﹤0.01%
+500
731
$3K ﹤0.01%
50
732
$3K ﹤0.01%
70
733
$3K ﹤0.01%
+25
734
$3K ﹤0.01%
56
735
$3K ﹤0.01%
7
736
$3K ﹤0.01%
61
737
$3K ﹤0.01%
+10
738
$3K ﹤0.01%
10
739
$3K ﹤0.01%
+100
740
$3K ﹤0.01%
14
-15
741
$3K ﹤0.01%
+25
742
$3K ﹤0.01%
+5
743
$3K ﹤0.01%
23
744
$3K ﹤0.01%
22
745
$2K ﹤0.01%
23
746
$2K ﹤0.01%
+40
747
$2K ﹤0.01%
18
748
$2K ﹤0.01%
+500
749
$2K ﹤0.01%
30
750
$2K ﹤0.01%
43
28 29
30
31 32