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
201
$294K 0.04%
8,107
-219
202
$286K 0.04%
7,883
203
$280K 0.04%
5,336
+442
204
$278K 0.04%
3,278
-305
205
$277K 0.04%
384
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206
$277K 0.04%
68
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207
$274K 0.04%
1,613
-234
208
$272K 0.04%
5,832
-262
209
$271K 0.04%
2,686
-629
210
$271K 0.04%
1,855
+72
211
$269K 0.04%
5,460
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212
$268K 0.04%
4,684
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213
$266K 0.04%
3,945
-138
214
$263K 0.04%
1,444
+125
215
$249K 0.04%
2,930
+2
216
$241K 0.03%
61,000
217
$239K 0.03%
2,944
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218
$238K 0.03%
992
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219
$237K 0.03%
2,506
-16
220
$232K 0.03%
723
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221
$226K 0.03%
3,388
222
$223K 0.03%
6,378
223
$223K 0.03%
+48,751
224
$222K 0.03%
2,050
225
$221K 0.03%
6,318
-495
7 8
9
10 11