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
151
$654K 0.08%
10,256
-137
152
$647K 0.08%
8,614
-204
153
$644K 0.08%
4,300
+1
154
$633K 0.08%
57,163
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155
$633K 0.08%
4,959
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156
$620K 0.08%
8,113
-160
157
$611K 0.08%
51,270
158
$587K 0.07%
66,476
159
$582K 0.07%
6,079
-399
160
$581K 0.07%
12,861
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161
$568K 0.07%
36,542
162
$554K 0.07%
7,749
-1,490
163
$535K 0.07%
42,183
-4,253
164
$534K 0.07%
5,677
165
$531K 0.07%
5,960
-646
166
$524K 0.06%
4,400
167
$517K 0.06%
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168
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14,807
169
$507K 0.06%
33,214
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170
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3,985
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171
$503K 0.06%
3,995
-34
172
$503K 0.06%
20,000
173
$500K 0.06%
+6,077
174
$500K 0.06%
6,458
-50
175
$499K 0.06%
5,477
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7
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