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
376
$67K 0.01%
433
-100
377
$66K 0.01%
+3,275
378
$66K 0.01%
1,574
379
$66K 0.01%
2,324
+41
380
$65K 0.01%
1,698
381
$64K 0.01%
403
382
$64K 0.01%
1,038
383
$63K 0.01%
1,240
384
$63K 0.01%
888
385
$62K 0.01%
1,280
386
$61K 0.01%
1,400
387
$61K 0.01%
980
388
$58K 0.01%
1,250
-144
389
$57K 0.01%
2,791
390
$57K 0.01%
1,051
391
$56K 0.01%
481
392
$56K 0.01%
564
+2
393
$56K 0.01%
209
394
$55K 0.01%
1,018
395
$55K 0.01%
540
396
$55K 0.01%
+3,000
397
$54K 0.01%
611
398
$54K 0.01%
697
-225
399
$53K 0.01%
903
400
$53K 0.01%
390
14 15
16
17 18