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
1026
$1K ﹤0.01%
7
1027
$1K ﹤0.01%
8
1028
$1K ﹤0.01%
357
1029
$1K ﹤0.01%
+62
1030
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35
1031
$1K ﹤0.01%
100
1032
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6
1033
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1034
$1K ﹤0.01%
33
1035
$0 ﹤0.01%
5
1036
$0 ﹤0.01%
11
1037
– –
-50
1038
– –
-300
1039
– –
-25
1040
$0 ﹤0.01%
14
1041
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153
1042
$0 ﹤0.01%
87
1043
– –
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1044
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1045
$0 ﹤0.01%
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1046
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1047
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1048
– –
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1049
$0 ﹤0.01%
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1050
$0 ﹤0.01%
13
40 41
42
43 44