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
626
$14K ﹤0.01%
120
627
$14K ﹤0.01%
264
628
$14K ﹤0.01%
166
629
$14K ﹤0.01%
45
630
$14K ﹤0.01%
164
631
$14K ﹤0.01%
2,755
-150
632
$14K ﹤0.01%
1,000
633
$13K ﹤0.01%
1,009
634
$13K ﹤0.01%
270
-150
635
$13K ﹤0.01%
90
636
$13K ﹤0.01%
1,160
637
$13K ﹤0.01%
800
638
$13K ﹤0.01%
243
639
$13K ﹤0.01%
279
640
$13K ﹤0.01%
270
641
$13K ﹤0.01%
925
642
$13K ﹤0.01%
140
643
$13K ﹤0.01%
760
644
$13K ﹤0.01%
562
645
$12K ﹤0.01%
353
646
$12K ﹤0.01%
535
647
$12K ﹤0.01%
100
648
$12K ﹤0.01%
1,106
649
$12K ﹤0.01%
114
650
$12K ﹤0.01%
245
+150
24 25
26
27 28