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
651
$12K ﹤0.01%
800
652
$12K ﹤0.01%
245
+150
653
$12K ﹤0.01%
51
654
$12K ﹤0.01%
347
655
$12K ﹤0.01%
1,208
-3,600
656
$12K ﹤0.01%
1,600
657
$12K ﹤0.01%
338
658
$12K ﹤0.01%
800
-198
659
$12K ﹤0.01%
140
660
$12K ﹤0.01%
600
+100
661
$12K ﹤0.01%
3,846
662
$12K ﹤0.01%
2,000
-1,000
663
$11K ﹤0.01%
101
664
$11K ﹤0.01%
66
665
$11K ﹤0.01%
34
666
$11K ﹤0.01%
300
-399
667
$11K ﹤0.01%
75
668
$11K ﹤0.01%
47
669
$11K ﹤0.01%
225
670
$11K ﹤0.01%
244
671
$11K ﹤0.01%
1,500
672
$11K ﹤0.01%
114
673
$11K ﹤0.01%
777
674
$11K ﹤0.01%
772
675
$11K ﹤0.01%
223
25 26
27
28 29