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
201
$356K 0.04%
5,096
-395
202
$351K 0.04%
2,284
-40
203
$338K 0.04%
1,437
204
$332K 0.04%
1,958
+20
205
$328K 0.04%
4,063
+8
206
$327K 0.04%
6,610
+5,600
207
$318K 0.04%
5,386
+910
208
$318K 0.04%
5,735
-1,698
209
$317K 0.04%
2,438
-137
210
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3,427
-279
211
$308K 0.04%
10,909
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212
$306K 0.04%
7,933
+398
213
$303K 0.04%
3,577
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214
$296K 0.04%
4,707
+1
215
$292K 0.04%
1,681
-64
216
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217
$283K 0.03%
3,850
218
$282K 0.03%
3,690
-275
219
$280K 0.03%
6,108
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220
$278K 0.03%
1,246
221
$270K 0.03%
36,198
-1,136
222
$267K 0.03%
1,925
-47
223
$266K 0.03%
894
-18
224
$265K 0.03%
6,378
225
$265K 0.03%
3,513
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9
10 11