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
551
$21K ﹤0.01%
750
+300
552
$21K ﹤0.01%
+650
553
$21K ﹤0.01%
450
554
$21K ﹤0.01%
140
555
$21K ﹤0.01%
123
556
$21K ﹤0.01%
726
557
$21K ﹤0.01%
448
558
$21K ﹤0.01%
868
+253
559
$21K ﹤0.01%
390
-100
560
$20K ﹤0.01%
605
+140
561
$20K ﹤0.01%
193
-1,915
562
$20K ﹤0.01%
361
-45
563
$20K ﹤0.01%
369
+1
564
$20K ﹤0.01%
82
565
$20K ﹤0.01%
600
566
$20K ﹤0.01%
1,000
567
$19K ﹤0.01%
+552
568
$19K ﹤0.01%
425
-127
569
$19K ﹤0.01%
490
570
$19K ﹤0.01%
1,100
571
$19K ﹤0.01%
109
572
$19K ﹤0.01%
93
573
$19K ﹤0.01%
838
574
$19K ﹤0.01%
435
575
$19K ﹤0.01%
1,010
21 22
23
24 25