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
451
$38K ﹤0.01%
458
452
$38K ﹤0.01%
1,840
453
$38K ﹤0.01%
204
454
$38K ﹤0.01%
217
455
$37K ﹤0.01%
700
456
$37K ﹤0.01%
455
457
$37K ﹤0.01%
258
-50
458
$37K ﹤0.01%
395
459
$37K ﹤0.01%
550
460
$37K ﹤0.01%
789
+3
461
$37K ﹤0.01%
200
462
$36K ﹤0.01%
1,750
463
$36K ﹤0.01%
166
464
$36K ﹤0.01%
820
465
$36K ﹤0.01%
1,294
466
$35K ﹤0.01%
2,300
467
$35K ﹤0.01%
511
+1
468
$35K ﹤0.01%
104
-7
469
$35K ﹤0.01%
48,751
470
$35K ﹤0.01%
880
+1
471
$35K ﹤0.01%
270
472
$34K ﹤0.01%
949
+7
473
$34K ﹤0.01%
151
-21
474
$34K ﹤0.01%
3,877
-350
475
$34K ﹤0.01%
132
+108
17 18
19
20 21