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
751
$2K ﹤0.01%
+10
752
$2K ﹤0.01%
15
753
$2K ﹤0.01%
21
754
$2K ﹤0.01%
+13
755
$2K ﹤0.01%
89
756
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+50
757
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19
758
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12
759
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42
760
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30
761
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43
762
$2K ﹤0.01%
23
763
$2K ﹤0.01%
63
764
$2K ﹤0.01%
2
765
$2K ﹤0.01%
250
766
$2K ﹤0.01%
+50
767
$2K ﹤0.01%
12
768
$2K ﹤0.01%
73
769
$2K ﹤0.01%
114
770
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35
771
$2K ﹤0.01%
254
772
$2K ﹤0.01%
20
773
$2K ﹤0.01%
26
774
$2K ﹤0.01%
6
775
$2K ﹤0.01%
23
29 30
31
32 33