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
476
$33K ﹤0.01%
159
477
$33K ﹤0.01%
5,960
478
$33K ﹤0.01%
183
479
$32K ﹤0.01%
893
480
$32K ﹤0.01%
500
481
$32K ﹤0.01%
245
482
$32K ﹤0.01%
450
483
$32K ﹤0.01%
1,098
484
$31K ﹤0.01%
1,000
485
$31K ﹤0.01%
+1,000
486
$31K ﹤0.01%
999
487
$31K ﹤0.01%
987
488
$31K ﹤0.01%
5,000
489
$30K ﹤0.01%
182
490
$30K ﹤0.01%
145
491
$30K ﹤0.01%
2,788
492
$30K ﹤0.01%
2,217
+960
493
$30K ﹤0.01%
885
-1,576
494
$30K ﹤0.01%
318
495
$30K ﹤0.01%
3,500
496
$30K ﹤0.01%
775
497
$29K ﹤0.01%
1,500
-2,000
498
$29K ﹤0.01%
689
499
$29K ﹤0.01%
260
500
$29K ﹤0.01%
340
18 19
20
21 22