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
426
$43K 0.01%
4,500
427
$43K 0.01%
217
428
$43K 0.01%
145
429
$43K 0.01%
1,140
430
$43K 0.01%
1,415
431
$43K 0.01%
267
432
$43K 0.01%
1,545
-107
433
$42K 0.01%
385
434
$42K 0.01%
1,600
435
$42K 0.01%
740
436
$42K 0.01%
493
437
$42K 0.01%
5,325
438
$41K 0.01%
1,308
439
$41K 0.01%
663
440
$41K 0.01%
107
441
$40K ﹤0.01%
193
442
$40K ﹤0.01%
516
+2
443
$39K ﹤0.01%
1,395
444
$39K ﹤0.01%
317
445
$39K ﹤0.01%
2,912
446
$39K ﹤0.01%
428
+53
447
$39K ﹤0.01%
586
448
$39K ﹤0.01%
297
449
$39K ﹤0.01%
4,294
450
$38K ﹤0.01%
683
-140
16 17
18
19 20