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
726
$7K ﹤0.01%
63
727
$7K ﹤0.01%
100
728
$7K ﹤0.01%
130
-16
729
$7K ﹤0.01%
192
730
$7K ﹤0.01%
400
731
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732
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733
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734
$7K ﹤0.01%
900
735
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111
736
$7K ﹤0.01%
+125
737
$7K ﹤0.01%
100
738
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25
739
$7K ﹤0.01%
700
740
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741
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742
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743
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540
+170
744
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48
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745
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100
746
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254
+2
747
$7K ﹤0.01%
48
748
$7K ﹤0.01%
162
749
$7K ﹤0.01%
100
-76
750
$7K ﹤0.01%
70
-20
28 29
30
31 32