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
176
$353K 0.05%
4,872
+197
177
$347K 0.05%
1,934
-237
178
$346K 0.05%
5,340
-285
179
$339K 0.05%
474
-4
180
$335K 0.05%
4,888
181
$334K 0.05%
3,683
+2,520
182
$333K 0.05%
6,252
183
$332K 0.05%
8,000
184
$332K 0.05%
4,469
185
$331K 0.05%
3,619
186
$331K 0.05%
6,369
187
$329K 0.05%
1,546
+235
188
$327K 0.05%
12,631
+610
189
$324K 0.05%
5,306
+76
190
$322K 0.05%
7,500
191
$318K 0.04%
2,135
-236
192
$318K 0.04%
5,964
-51
193
$315K 0.04%
1,245
-3
194
$311K 0.04%
8,239
-177
195
$305K 0.04%
5,897
+4
196
$305K 0.04%
2,005
+195
197
$302K 0.04%
1,358
-4
198
$299K 0.04%
3,082
+430
199
$297K 0.04%
3,174
+57
200
$296K 0.04%
1,289
+100
6 7
8
9 10