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
676
$10K ﹤0.01%
1,149
677
$10K ﹤0.01%
130
678
$10K ﹤0.01%
6
679
$10K ﹤0.01%
800
680
$10K ﹤0.01%
300
681
$10K ﹤0.01%
1,790
682
$10K ﹤0.01%
210
683
$10K ﹤0.01%
485
684
$10K ﹤0.01%
+4,946
685
$10K ﹤0.01%
100
686
$10K ﹤0.01%
335
687
$10K ﹤0.01%
3,183
688
$10K ﹤0.01%
5,000
689
$10K ﹤0.01%
1,500
690
$10K ﹤0.01%
69
691
$9K ﹤0.01%
175
-150
692
$9K ﹤0.01%
2,457
693
$9K ﹤0.01%
45
-27
694
$9K ﹤0.01%
50
695
$9K ﹤0.01%
125
-39
696
$9K ﹤0.01%
97
697
$9K ﹤0.01%
326
698
$9K ﹤0.01%
158
+28
699
$9K ﹤0.01%
115
700
$9K ﹤0.01%
27
26 27
28
29 30