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
326
$102K 0.01%
1,345
-500
327
$100K 0.01%
1,834
328
$98K 0.01%
2,300
329
$97K 0.01%
493
+1
330
$96K 0.01%
+4,000
331
$96K 0.01%
276
332
$95K 0.01%
3,066
-483
333
$95K 0.01%
1,834
+4
334
$94K 0.01%
9,425
335
$94K 0.01%
29,404
336
$92K 0.01%
642
-285
337
$91K 0.01%
871
338
$91K 0.01%
1,182
-100
339
$91K 0.01%
1,261
340
$90K 0.01%
6,492
341
$88K 0.01%
1,350
342
$87K 0.01%
8,334
343
$87K 0.01%
2,088
+20
344
$87K 0.01%
1,423
+115
345
$86K 0.01%
1,950
346
$86K 0.01%
1,671
347
$86K 0.01%
10,050
348
$84K 0.01%
1,604
-198
349
$82K 0.01%
135
-25
350
$82K 0.01%
473
+1
12 13
14
15 16