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
26
$6.52M 0.8%
162,523
+107,713
27
$6M 0.74%
30,474
+12
28
$5.42M 0.67%
49,800
+7,840
29
$5.21M 0.64%
+249,834
30
$4.86M 0.6%
43,158
-1,195
31
$4.81M 0.59%
45,325
+6,325
32
$4.8M 0.59%
235,468
33
$4.29M 0.53%
160,568
-9,367
34
$4.21M 0.52%
7,748
-111
35
$4.12M 0.51%
12,922
-32
36
$4.03M 0.5%
107,667
+225
37
$3.85M 0.47%
90,276
+2,069
38
$3.76M 0.46%
74,312
-1,440
39
$3.72M 0.46%
17,007
-64
40
$3.71M 0.46%
26,289
+179
41
$3.64M 0.45%
69,508
-231
42
$3.64M 0.45%
57,450
-5,806
43
$3.6M 0.44%
13,136
-146
44
$3.28M 0.4%
22,675
-1,505
45
$3.21M 0.39%
22,696
-647
46
$3.15M 0.39%
9,653
-341
47
$3.14M 0.39%
17,712
+833
48
$3.09M 0.38%
18,709
-258
49
$2.99M 0.37%
16,480
-580
50
$2.98M 0.37%
20,782
-20,569
1
2
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