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
126
$732K 0.1%
12,943
-1,349
127
$730K 0.1%
15,392
+30
128
$729K 0.1%
6,656
+34
129
$694K 0.1%
4,112
130
$690K 0.1%
5,190
-73
131
$662K 0.09%
26,935
+100
132
$653K 0.09%
2,500
+48
133
$634K 0.09%
35,234
134
$624K 0.09%
5,386
+4,628
135
$585K 0.08%
4,503
-576
136
$582K 0.08%
6,640
+220
137
$580K 0.08%
+35,994
138
$567K 0.08%
12,391
139
$555K 0.08%
13,874
-399
140
$538K 0.08%
+36,000
141
$531K 0.07%
2,471
-430
142
$524K 0.07%
6,000
143
$518K 0.07%
18,500
144
$516K 0.07%
1,370
+62
145
$506K 0.07%
2,362
+425
146
$505K 0.07%
3,405
+25
147
$503K 0.07%
3,067
148
$476K 0.07%
5,043
+38
149
$474K 0.07%
10,395
-1,900
150
$469K 0.07%
12,046
4 5
6
7 8