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
626
$14K ﹤0.01%
106
627
$14K ﹤0.01%
300
-100
628
$14K ﹤0.01%
240
629
$14K ﹤0.01%
120
630
$14K ﹤0.01%
264
631
$14K ﹤0.01%
2,755
-150
632
$14K ﹤0.01%
1,000
633
$13K ﹤0.01%
760
634
$13K ﹤0.01%
562
635
$13K ﹤0.01%
925
636
$13K ﹤0.01%
140
637
$13K ﹤0.01%
1,009
638
$13K ﹤0.01%
270
-150
639
$13K ﹤0.01%
90
640
$13K ﹤0.01%
1,160
641
$13K ﹤0.01%
800
642
$13K ﹤0.01%
243
643
$13K ﹤0.01%
279
644
$13K ﹤0.01%
268
645
$12K ﹤0.01%
353
646
$12K ﹤0.01%
415
647
$12K ﹤0.01%
100
648
$12K ﹤0.01%
535
649
$12K ﹤0.01%
100
650
$12K ﹤0.01%
1,106
24 25
26
27 28