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
751
$7K ﹤0.01%
100
-76
752
$7K ﹤0.01%
70
-20
753
$7K ﹤0.01%
+5,000
754
$6K ﹤0.01%
15
-12
755
$6K ﹤0.01%
93
756
$6K ﹤0.01%
5
757
$6K ﹤0.01%
25
-25
758
$6K ﹤0.01%
351
759
$6K ﹤0.01%
+275
760
$6K ﹤0.01%
13
761
$6K ﹤0.01%
99
762
$6K ﹤0.01%
20
763
$6K ﹤0.01%
75
764
$6K ﹤0.01%
66
765
$6K ﹤0.01%
132
766
$6K ﹤0.01%
+250
767
$6K ﹤0.01%
124
768
$6K ﹤0.01%
200
769
$6K ﹤0.01%
53
770
$6K ﹤0.01%
36
771
$6K ﹤0.01%
139
772
$6K ﹤0.01%
125
773
$6K ﹤0.01%
1,750
774
$6K ﹤0.01%
750
775
$5K ﹤0.01%
150
29 30
31
32 33