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
801
$2K ﹤0.01%
7
802
$2K ﹤0.01%
+10
803
$2K ﹤0.01%
16
804
$2K ﹤0.01%
51
805
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14
806
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78
807
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85
808
$2K ﹤0.01%
46
809
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30
810
$1K ﹤0.01%
37
811
$1K ﹤0.01%
17
812
$1K ﹤0.01%
9
813
$1K ﹤0.01%
16
814
$1K ﹤0.01%
19
815
$1K ﹤0.01%
25
816
$1K ﹤0.01%
9
817
$1K ﹤0.01%
9
818
$1K ﹤0.01%
22
819
$1K ﹤0.01%
129
820
$1K ﹤0.01%
7
821
$1K ﹤0.01%
40
822
$1K ﹤0.01%
17
823
$1K ﹤0.01%
29
824
$1K ﹤0.01%
20
825
$1K ﹤0.01%
35
31 32
33
34 35