BWA
BDO Wealth Advisors Portfolio holdings
AUM
$872M
1-Year Return
15.17%
This Quarter Return
+14.45%
1 Year Return
+15.17%
3 Year Return
+38.32%
5 Year Return
+50.84%
10 Year Return
–
AUM
$711M
AUM Growth
+$96.8M
(+16%)
Cap. Flow
+$16.6M
Cap. Flow
% of AUM
2.33%
Top 10 Holdings %
Top 10 Hldgs %
41.62%
Holding
1,030
New
115
Increased
213
Reduced
154
Closed
67
Top Buys
| 1 |
Invesco S&P 500 Equal Weight ETF
RSP
|
+$9.3M |
| 2 |
Vanguard Short-Term Bond ETF
BSV
|
+$3.46M |
| 3 |
iShares Core MSCI EAFE ETF
IEFA
|
+$3.26M |
| 4 |
iShares Core S&P Small-Cap ETF
IJR
|
+$2.87M |
| 5 |
iShares Core S&P Mid-Cap ETF
IJH
|
+$1.66M |
Top Sells
| 1 |
iShares Russell 1000 Growth ETF
IWF
|
+$3.57M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
+$2.69M |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
+$2.28M |
| 4 |
iShares Core Dividend Growth ETF
DGRO
|
+$1.84M |
| 5 |
Vanguard Dividend Appreciation ETF
VIG
|
+$1.45M |
Sector Composition
| 1 | Technology | 6.4% |
| 2 | Financials | 4.98% |
| 3 | Healthcare | 4.5% |
| 4 | Consumer Discretionary | 3.83% |
| 5 | Communication Services | 3.44% |
