BWA

BDO Wealth Advisors Portfolio holdings

AUM $872M
1-Year Est. Return 15.17%
This Fund
S&P 500
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
+$5.54M
2
+$4.52M
3
+$4.26M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$3.95M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$3.35M

Top Sells

1
+$9.58M
2
+$3.86M
3
+$3.67M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$3.13M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$2.91M

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
601
$16K ﹤0.01%
4,378
602
$16K ﹤0.01%
1,600
603
$16K ﹤0.01%
883
604
$16K ﹤0.01%
1,194
605
$16K ﹤0.01%
80
606
$16K ﹤0.01%
520
607
$16K ﹤0.01%
350
608
$15K ﹤0.01%
525
609
$15K ﹤0.01%
583
610
$15K ﹤0.01%
1,158
611
$15K ﹤0.01%
300
612
$15K ﹤0.01%
431
613
$15K ﹤0.01%
90
614
$15K ﹤0.01%
550
615
$15K ﹤0.01%
1,000
616
$15K ﹤0.01%
440
617
$15K ﹤0.01%
101
618
$15K ﹤0.01%
223
619
$15K ﹤0.01%
200
620
$14K ﹤0.01%
30
+15
621
$14K ﹤0.01%
856
-900
622
$14K ﹤0.01%
166
623
$14K ﹤0.01%
106
624
$14K ﹤0.01%
300
-100
625
$14K ﹤0.01%
240
23 24
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