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
826
$4K ﹤0.01%
32
827
$4K ﹤0.01%
75
828
$4K ﹤0.01%
35
-100
829
$4K ﹤0.01%
61
830
$4K ﹤0.01%
25
831
$4K ﹤0.01%
400
832
$4K ﹤0.01%
80
833
$4K ﹤0.01%
46
834
$3K ﹤0.01%
41
835
$3K ﹤0.01%
+30
836
$3K ﹤0.01%
475
837
$3K ﹤0.01%
7
838
$3K ﹤0.01%
14
839
$3K ﹤0.01%
90
840
$3K ﹤0.01%
100
841
$3K ﹤0.01%
+55
842
$3K ﹤0.01%
322
-62
843
$3K ﹤0.01%
24
844
$3K ﹤0.01%
600
-500
845
$3K ﹤0.01%
43
846
$3K ﹤0.01%
69
847
$3K ﹤0.01%
120
848
$3K ﹤0.01%
104
849
$3K ﹤0.01%
38
850
$3K ﹤0.01%
19
32 33
34
35 36