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
101
$1.02M 0.14%
4,276
-82
102
$1.01M 0.14%
4,611
+38
103
$1M 0.14%
14,005
-1,107
104
$993K 0.14%
8,259
-125
105
$985K 0.14%
9,044
+8,235
106
$984K 0.14%
19,383
+18,483
107
$973K 0.14%
6,991
+85
108
$969K 0.14%
24,293
+618
109
$950K 0.13%
18,200
-550
110
$929K 0.13%
10,763
-1,459
111
$920K 0.13%
14,218
-1,461
112
$884K 0.12%
19,412
113
$882K 0.12%
6,205
-2,421
114
$874K 0.12%
4,902
+280
115
$873K 0.12%
5,629
116
$843K 0.12%
16,219
+1,020
117
$827K 0.12%
3,565
+55
118
$823K 0.12%
7,963
-98
119
$806K 0.11%
20,831
+344
120
$798K 0.11%
+52,614
121
$786K 0.11%
20,420
-4,492
122
$784K 0.11%
46,712
+46,212
123
$749K 0.11%
3,183
+123
124
$749K 0.11%
11,041
-65
125
$748K 0.11%
3,530
+3,510
3 4
5
6 7