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
776
$2K ﹤0.01%
+40
777
$2K ﹤0.01%
18
778
$2K ﹤0.01%
33
779
$2K ﹤0.01%
23
780
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23
781
$2K ﹤0.01%
1,000
782
$2K ﹤0.01%
41
783
$2K ﹤0.01%
13
784
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91
785
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29
786
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75
787
$2K ﹤0.01%
+10
788
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12
789
$2K ﹤0.01%
2
790
$2K ﹤0.01%
38
791
$2K ﹤0.01%
30
792
$2K ﹤0.01%
61
793
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100
794
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14
795
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32
796
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17
797
$2K ﹤0.01%
107
798
$2K ﹤0.01%
105
+1
799
$2K ﹤0.01%
50
800
$2K ﹤0.01%
75
30 31
32
33 34