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
701
$9K ﹤0.01%
1,200
702
$9K ﹤0.01%
61
703
$9K ﹤0.01%
900
704
$9K ﹤0.01%
700
705
$9K ﹤0.01%
293
706
$9K ﹤0.01%
1,258
707
$8K ﹤0.01%
200
-18
708
$8K ﹤0.01%
85
709
$8K ﹤0.01%
187
-1
710
$8K ﹤0.01%
141
-42
711
$8K ﹤0.01%
167
-150
712
$8K ﹤0.01%
308
713
$8K ﹤0.01%
18
714
$8K ﹤0.01%
55
715
$8K ﹤0.01%
60
716
$8K ﹤0.01%
600
717
$8K ﹤0.01%
700
-400
718
$8K ﹤0.01%
1,000
719
$8K ﹤0.01%
245
720
$8K ﹤0.01%
109
721
$8K ﹤0.01%
200
722
$8K ﹤0.01%
66
723
$8K ﹤0.01%
1,000
724
$8K ﹤0.01%
83
725
$8K ﹤0.01%
300
27 28
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