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%
73
927
$2K ﹤0.01%
300
928
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25
929
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+54
930
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18
931
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+1
932
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933
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934
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935
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936
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12
937
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938
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7
939
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35
940
$1K ﹤0.01%
100
941
$1K ﹤0.01%
6
942
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943
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944
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16
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945
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946
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947
$1K ﹤0.01%
5
948
$1K ﹤0.01%
30
949
$1K ﹤0.01%
21
-4
950
$1K ﹤0.01%
250
36 37
38
39 40