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
876
$3K ﹤0.01%
+52
877
$3K ﹤0.01%
+2,200
878
$2K ﹤0.01%
47
879
$2K ﹤0.01%
5
880
$2K ﹤0.01%
52
+1
881
$2K ﹤0.01%
73
882
$2K ﹤0.01%
35
-100
883
$2K ﹤0.01%
1,050
884
$2K ﹤0.01%
12
885
$2K ﹤0.01%
45
-45
886
$2K ﹤0.01%
100
887
$2K ﹤0.01%
86
888
$2K ﹤0.01%
100
889
$2K ﹤0.01%
122
890
$2K ﹤0.01%
1,000
891
$2K ﹤0.01%
14
892
$2K ﹤0.01%
1,500
893
$2K ﹤0.01%
32
894
$2K ﹤0.01%
+4,700
895
$2K ﹤0.01%
91
896
$2K ﹤0.01%
29
897
$2K ﹤0.01%
45
898
$2K ﹤0.01%
66
899
$2K ﹤0.01%
23
900
$2K ﹤0.01%
300
34 35
36
37 38