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
351
$82K 0.01%
999
352
$81K 0.01%
1,267
353
$81K 0.01%
5,436
+306
354
$79K 0.01%
217
-208
355
$79K 0.01%
3,260
356
$78K 0.01%
525
357
$78K 0.01%
420
358
$77K 0.01%
2,000
-500
359
$74K 0.01%
3,800
360
$74K 0.01%
1,450
361
$74K 0.01%
1,060
362
$73K 0.01%
641
+83
363
$73K 0.01%
297
-7
364
$72K 0.01%
1,438
365
$72K 0.01%
5,863
-140
366
$72K 0.01%
2,050
-3,700
367
$71K 0.01%
5,535
368
$69K 0.01%
597
369
$69K 0.01%
450
370
$68K 0.01%
5,890
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371
$68K 0.01%
175
372
$67K 0.01%
1,015
-152
373
$67K 0.01%
274
374
$67K 0.01%
1,640
-49
375
$67K 0.01%
6,216
13 14
15
16 17