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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
851
$3K ﹤0.01%
94
-7
852
$3K ﹤0.01%
41
853
$3K ﹤0.01%
92
854
$3K ﹤0.01%
68
855
$3K ﹤0.01%
345
+50
856
$3K ﹤0.01%
184
857
$3K ﹤0.01%
115
-875
858
$3K ﹤0.01%
31
859
$3K ﹤0.01%
100
860
$3K ﹤0.01%
+55
861
$3K ﹤0.01%
34
862
$3K ﹤0.01%
600
-500
863
$3K ﹤0.01%
44
864
$3K ﹤0.01%
450
-450
865
$3K ﹤0.01%
24
866
$3K ﹤0.01%
54
867
$3K ﹤0.01%
+52
868
$3K ﹤0.01%
+2,200
869
$3K ﹤0.01%
43
870
$3K ﹤0.01%
69
871
$3K ﹤0.01%
120
872
$3K ﹤0.01%
400
873
$3K ﹤0.01%
+26
874
$3K ﹤0.01%
322
-62
875
$3K ﹤0.01%
41
33 34
35
36 37