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
151
$452K 0.06%
4,218
+425
152
$446K 0.06%
9,315
+515
153
$442K 0.06%
3,682
+45
154
$441K 0.06%
10,707
-259
155
$433K 0.06%
6,804
+94
156
$432K 0.06%
4,713
-47
157
$432K 0.06%
5,935
-274
158
$427K 0.06%
7,937
-903
159
$426K 0.06%
7,879
+150
160
$425K 0.06%
1,980
+25
161
$415K 0.06%
1,783
+150
162
$413K 0.06%
4,419
+40
163
$408K 0.06%
7,550
+500
164
$400K 0.06%
5,187
+95
165
$397K 0.06%
1,769
-11
166
$397K 0.06%
5,088
+159
167
$396K 0.06%
9,733
-771
168
$393K 0.06%
2,002
+10
169
$393K 0.06%
1,755
-145
170
$392K 0.06%
1,848
-300
171
$390K 0.05%
3,414
172
$389K 0.05%
6,271
-265
173
$379K 0.05%
5,545
+259
174
$356K 0.05%
1,550
-345
175
$356K 0.05%
+5,902
5 6
7
8 9