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
$812M
AUM Growth
-$124M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,144
New
Increased
Reduced
Closed

Top Buys

1
+$5.21M
2
+$4.32M
3
+$4.23M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$3.62M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$3.07M

Top Sells

1
+$9.55M
2
+$3.67M
3
+$3.38M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$2.95M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$2.7M

Sector Composition

1 Technology 8.45%
2 Healthcare 5.27%
3 Financials 5.07%
4 Consumer Discretionary 3.49%
5 Communication Services 2.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$158K 0.02%
3,981
-805
277
$158K 0.02%
1,608
-100
278
$157K 0.02%
1,646
279
$157K 0.02%
3,350
280
$156K 0.02%
508
281
$156K 0.02%
1,643
-104
282
$155K 0.02%
2,797
-150
283
$155K 0.02%
1,172
+150
284
$154K 0.02%
1,320
285
$153K 0.02%
1,345
286
$152K 0.02%
3,787
287
$149K 0.02%
936
288
$148K 0.02%
1,079
289
$146K 0.02%
+10,000
290
$145K 0.02%
28,096
-286
291
$144K 0.02%
2,332
-500
292
$142K 0.02%
4,810
-170
293
$137K 0.02%
5,754
+39
294
$137K 0.02%
1,780
295
$136K 0.02%
3,674
296
$136K 0.02%
2,320
297
$136K 0.02%
1,300
298
$134K 0.02%
6,848
-1,586
299
$133K 0.02%
2,032
300
$128K 0.02%
2,502
10 11
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