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
801
$4K ﹤0.01%
205
-455
802
$4K ﹤0.01%
138
803
$4K ﹤0.01%
150
-1,500
804
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149
805
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25
806
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200
+100
807
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269
808
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50
809
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810
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144
811
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225
+25
812
$4K ﹤0.01%
25
813
$4K ﹤0.01%
62
814
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207
815
$4K ﹤0.01%
+86
816
$4K ﹤0.01%
17
817
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+160
818
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819
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100
-100
820
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18
821
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89
822
$4K ﹤0.01%
300
823
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170
824
$4K ﹤0.01%
48
825
$4K ﹤0.01%
32
31 32
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34 35