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%
21
-10
827
$4K ﹤0.01%
20
828
$4K ﹤0.01%
37
829
$4K ﹤0.01%
108
830
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2
831
$4K ﹤0.01%
205
-455
832
$4K ﹤0.01%
138
833
$4K ﹤0.01%
+200
834
$3K ﹤0.01%
41
835
$3K ﹤0.01%
+30
836
$3K ﹤0.01%
475
837
$3K ﹤0.01%
90
838
$3K ﹤0.01%
100
839
$3K ﹤0.01%
43
840
$3K ﹤0.01%
69
841
$3K ﹤0.01%
120
842
$3K ﹤0.01%
104
843
$3K ﹤0.01%
38
844
$3K ﹤0.01%
19
845
$3K ﹤0.01%
6
846
$3K ﹤0.01%
45
847
$3K ﹤0.01%
127
848
$3K ﹤0.01%
46
849
$3K ﹤0.01%
60
850
$3K ﹤0.01%
100
32 33
34
35 36