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
826
$1K ﹤0.01%
+15
827
$1K ﹤0.01%
300
828
$1K ﹤0.01%
11
829
$1K ﹤0.01%
60
830
$1K ﹤0.01%
131
831
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100
832
$1K ﹤0.01%
41
833
$1K ﹤0.01%
+30
834
$1K ﹤0.01%
14
835
$1K ﹤0.01%
170
836
$1K ﹤0.01%
+8
837
$1K ﹤0.01%
19
838
$1K ﹤0.01%
60
839
$1K ﹤0.01%
335
-19
840
$1K ﹤0.01%
50
841
$1K ﹤0.01%
19
842
$1K ﹤0.01%
38
843
$1K ﹤0.01%
41
844
$1K ﹤0.01%
27
845
$1K ﹤0.01%
13
846
$1K ﹤0.01%
99
847
$1K ﹤0.01%
15
848
$1K ﹤0.01%
24
849
$1K ﹤0.01%
27
850
$1K ﹤0.01%
26
32 33
34
35 36