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
76
$1.64M 0.23%
18,903
-454
77
$1.63M 0.23%
13,714
-7,079
78
$1.62M 0.23%
9,333
+70
79
$1.61M 0.23%
31,089
+4,152
80
$1.59M 0.22%
11,534
-355
81
$1.56M 0.22%
15,836
-18
82
$1.54M 0.22%
11,695
-75
83
$1.52M 0.21%
13,873
-274
84
$1.46M 0.2%
63,416
+1,759
85
$1.41M 0.2%
4,031
+106
86
$1.4M 0.2%
6,466
-14
87
$1.31M 0.19%
111,332
88
$1.3M 0.18%
36,954
+58
89
$1.28M 0.18%
18,675
-557
90
$1.27M 0.18%
6,530
+109
91
$1.21M 0.17%
5,521
+117
92
$1.2M 0.17%
9,941
+903
93
$1.18M 0.17%
3,310
+15
94
$1.12M 0.16%
6,270
+87
95
$1.12M 0.16%
19,157
+144
96
$1.09M 0.15%
74,246
+5,923
97
$1.06M 0.15%
14,742
-514
98
$1.06M 0.15%
23,721
-40,998
99
$1.05M 0.15%
9,000
100
$1.03M 0.15%
16,014
+454
2 3
4
5 6