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
926
$2K ﹤0.01%
18
927
$2K ﹤0.01%
+1
928
$2K ﹤0.01%
145
929
$2K ﹤0.01%
+4,700
930
$2K ﹤0.01%
91
931
$2K ﹤0.01%
29
932
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45
933
$1K ﹤0.01%
31
934
$1K ﹤0.01%
16
-84
935
$1K ﹤0.01%
14
936
$1K ﹤0.01%
50
937
$1K ﹤0.01%
5
938
$1K ﹤0.01%
30
939
$1K ﹤0.01%
21
-4
940
$1K ﹤0.01%
250
941
$1K ﹤0.01%
25
942
$1K ﹤0.01%
12
943
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944
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19
945
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28
+13
946
$1K ﹤0.01%
9
947
$1K ﹤0.01%
300
948
$1K ﹤0.01%
11
949
$1K ﹤0.01%
50
950
$1K ﹤0.01%
3
36 37
38
39 40