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
$945M
AUM Growth
+$36.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,181
New
Increased
Reduced
Closed

Top Buys

1
+$3.17M
2
+$3.17M
3
+$2.09M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.85M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$1.78M

Top Sells

1
+$4.85M
2
+$3.8M
3
+$2.87M
4
AA icon
Alcoa
AA
+$1.52M
5
UNM icon
Unum
UNM
+$1.47M

Sector Composition

1 Technology 9.66%
2 Financials 5.12%
3 Healthcare 4.98%
4 Consumer Discretionary 3.91%
5 Communication Services 3.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$259K 0.03%
1,020
+12
252
$258K 0.03%
4,879
-422
253
$256K 0.03%
2,191
-53
254
$253K 0.03%
1,516
255
$251K 0.03%
642
256
$249K 0.03%
1,832
-171
257
$244K 0.03%
1,885
+1,260
258
$240K 0.03%
16,000
259
$239K 0.03%
3,540
+27
260
$239K 0.03%
1,320
261
$237K 0.03%
2,104
-3
262
$229K 0.02%
3,350
263
$228K 0.02%
2,666
+116
264
$228K 0.02%
628
-50
265
$227K 0.02%
2,110
266
$227K 0.02%
1,005
267
$224K 0.02%
653
268
$222K 0.02%
1,222
+5
269
$221K 0.02%
+9,870
270
$220K 0.02%
1,074
271
$219K 0.02%
8,552
+140
272
$217K 0.02%
5,565
273
$214K 0.02%
5,328
+2
274
$211K 0.02%
2,460
275
$209K 0.02%
2,884
-806
9 10
11
12 13