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
751
$2K ﹤0.01%
56
752
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23
753
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63
754
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2
755
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250
756
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+50
757
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12
758
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73
759
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114
760
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19
761
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12
762
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35
763
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254
764
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20
765
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42
766
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26
767
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6
768
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33
769
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770
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23
771
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1,000
772
$2K ﹤0.01%
41
773
$2K ﹤0.01%
13
774
$2K ﹤0.01%
91
775
$2K ﹤0.01%
29
29 30
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32 33