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
776
$5K ﹤0.01%
94
777
$5K ﹤0.01%
29
778
$5K ﹤0.01%
100
779
$5K ﹤0.01%
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780
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234
781
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500
782
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1,000
783
$5K ﹤0.01%
39
784
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58
785
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103
786
$5K ﹤0.01%
78
787
$5K ﹤0.01%
285
788
$5K ﹤0.01%
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789
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100
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790
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300
791
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653
+50
792
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794
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+200
795
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400
796
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21
-10
797
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20
798
$4K ﹤0.01%
37
799
$4K ﹤0.01%
108
800
$4K ﹤0.01%
2
30 31
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