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
501
$29K ﹤0.01%
328
502
$28K ﹤0.01%
285
503
$28K ﹤0.01%
280
+1
504
$28K ﹤0.01%
1,025
505
$28K ﹤0.01%
3,139
-1,552
506
$27K ﹤0.01%
400
507
$27K ﹤0.01%
377
508
$27K ﹤0.01%
238
509
$27K ﹤0.01%
1,299
510
$26K ﹤0.01%
322
511
$26K ﹤0.01%
246
512
$26K ﹤0.01%
442
-100
513
$26K ﹤0.01%
154
514
$26K ﹤0.01%
724
515
$26K ﹤0.01%
265
516
$26K ﹤0.01%
442
517
$26K ﹤0.01%
230
-28
518
$26K ﹤0.01%
1,000
519
$26K ﹤0.01%
983
520
$25K ﹤0.01%
101
521
$25K ﹤0.01%
382
522
$25K ﹤0.01%
4,064
523
$25K ﹤0.01%
463
+3
524
$25K ﹤0.01%
884
525
$25K ﹤0.01%
600
19 20
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