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
776
$5K ﹤0.01%
100
-80
777
$5K ﹤0.01%
300
778
$5K ﹤0.01%
94
779
$5K ﹤0.01%
29
780
$5K ﹤0.01%
100
781
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1,000
782
$5K ﹤0.01%
653
+50
783
$5K ﹤0.01%
58
784
$5K ﹤0.01%
103
785
$5K ﹤0.01%
78
786
$5K ﹤0.01%
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787
$5K ﹤0.01%
100
788
$5K ﹤0.01%
155
789
$5K ﹤0.01%
50
790
$5K ﹤0.01%
234
791
$5K ﹤0.01%
500
792
$5K ﹤0.01%
110
793
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794
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-10
795
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20
796
$4K ﹤0.01%
37
797
$4K ﹤0.01%
108
798
$4K ﹤0.01%
2
799
$4K ﹤0.01%
205
-455
800
$4K ﹤0.01%
200
30 31
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