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
526
$24K ﹤0.01%
450
527
$24K ﹤0.01%
630
528
$24K ﹤0.01%
883
529
$23K ﹤0.01%
+1,200
530
$23K ﹤0.01%
3,500
531
$23K ﹤0.01%
198
-107
532
$23K ﹤0.01%
109
+1
533
$23K ﹤0.01%
151
534
$23K ﹤0.01%
75
-10
535
$23K ﹤0.01%
892
536
$23K ﹤0.01%
42
537
$23K ﹤0.01%
1,564
538
$23K ﹤0.01%
390
539
$22K ﹤0.01%
400
-40
540
$22K ﹤0.01%
1,071
+3
541
$22K ﹤0.01%
1,222
542
$22K ﹤0.01%
533
-130
543
$22K ﹤0.01%
124
544
$22K ﹤0.01%
450
545
$22K ﹤0.01%
123
546
$22K ﹤0.01%
258
-18
547
$22K ﹤0.01%
700
548
$22K ﹤0.01%
570
549
$21K ﹤0.01%
125
550
$21K ﹤0.01%
127
20 21
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