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
826
$4K ﹤0.01%
75
827
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35
-100
828
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829
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25
830
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831
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832
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833
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834
$3K ﹤0.01%
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835
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836
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837
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838
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839
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19
840
$3K ﹤0.01%
6
841
$3K ﹤0.01%
45
842
$3K ﹤0.01%
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843
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844
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845
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100
846
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15
847
$3K ﹤0.01%
25
-100
848
$3K ﹤0.01%
30
849
$3K ﹤0.01%
100
850
$3K ﹤0.01%
109
32 33
34
35 36