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
51
$2.94M 0.36%
89,610
+191
52
$2.93M 0.36%
13,023
+648
53
$2.91M 0.36%
9,212
-47
54
$2.88M 0.35%
17,831
+955
55
$2.87M 0.35%
189,580
-4,520
56
$2.87M 0.35%
32,231
+1,000
57
$2.86M 0.35%
56,370
+2,081
58
$2.85M 0.35%
16,207
-293
59
$2.77M 0.34%
15,881
+308
60
$2.64M 0.32%
80,254
-2,687
61
$2.56M 0.32%
9,391
+545
62
$2.55M 0.31%
58,730
+31,086
63
$2.5M 0.31%
19,966
-234
64
$2.5M 0.31%
61,749
-258
65
$2.47M 0.3%
14,595
-748
66
$2.46M 0.3%
22,520
+880
67
$2.44M 0.3%
21,588
+231
68
$2.39M 0.29%
10,066
-449
69
$2.39M 0.29%
28,859
+27,576
70
$2.36M 0.29%
25,011
+931
71
$2.27M 0.28%
72,975
+8,674
72
$2.27M 0.28%
10,122
+75
73
$2.26M 0.28%
137,383
-2,330
74
$2.25M 0.28%
45,898
+1,252
75
$2.17M 0.27%
121,196
+57,457
1 2
3
4 5