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
801
$2K ﹤0.01%
16
802
$2K ﹤0.01%
51
803
$2K ﹤0.01%
14
804
$2K ﹤0.01%
78
805
$2K ﹤0.01%
31
806
$2K ﹤0.01%
+50
807
$2K ﹤0.01%
85
808
$2K ﹤0.01%
46
809
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30
810
$1K ﹤0.01%
60
811
$1K ﹤0.01%
131
812
$1K ﹤0.01%
100
813
$1K ﹤0.01%
13
814
$1K ﹤0.01%
55
815
$1K ﹤0.01%
41
816
$1K ﹤0.01%
14
817
$1K ﹤0.01%
22
818
$1K ﹤0.01%
+30
819
$1K ﹤0.01%
14
820
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170
821
$1K ﹤0.01%
24
822
$1K ﹤0.01%
46
823
$1K ﹤0.01%
12
824
$1K ﹤0.01%
34
825
$1K ﹤0.01%
23
31 32
33
34 35