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
951
$1K ﹤0.01%
6
952
$1K ﹤0.01%
16
953
$1K ﹤0.01%
3
954
$1K ﹤0.01%
20
955
$1K ﹤0.01%
19
956
$1K ﹤0.01%
16
957
$1K ﹤0.01%
10
958
$1K ﹤0.01%
19
959
$1K ﹤0.01%
100
960
$1K ﹤0.01%
24
961
$1K ﹤0.01%
14
962
$1K ﹤0.01%
25
963
$1K ﹤0.01%
12
964
$1K ﹤0.01%
16
965
$1K ﹤0.01%
19
966
$1K ﹤0.01%
28
+13
967
$1K ﹤0.01%
9
968
$1K ﹤0.01%
300
969
$1K ﹤0.01%
11
970
$1K ﹤0.01%
50
971
$1K ﹤0.01%
2
972
$1K ﹤0.01%
11
973
$1K ﹤0.01%
+49
974
$1K ﹤0.01%
13
-10
975
$1K ﹤0.01%
43
37 38
39
40 41