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
801
$4K ﹤0.01%
172
802
$4K ﹤0.01%
138
803
$4K ﹤0.01%
150
-1,500
804
$4K ﹤0.01%
149
805
$4K ﹤0.01%
25
806
$4K ﹤0.01%
200
+100
807
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269
808
$4K ﹤0.01%
+200
809
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50
810
$4K ﹤0.01%
300
811
$4K ﹤0.01%
144
812
$4K ﹤0.01%
225
+25
813
$4K ﹤0.01%
25
814
$4K ﹤0.01%
62
815
$4K ﹤0.01%
207
816
$4K ﹤0.01%
+86
817
$4K ﹤0.01%
17
818
$4K ﹤0.01%
+160
819
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75
820
$4K ﹤0.01%
100
-100
821
$4K ﹤0.01%
18
822
$4K ﹤0.01%
89
823
$4K ﹤0.01%
300
824
$4K ﹤0.01%
170
825
$4K ﹤0.01%
48
31 32
33
34 35