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
276
$207K 0.02%
1,950
+21
277
$203K 0.02%
2,123
+25
278
$202K 0.02%
21,329
279
$200K 0.02%
3,674
280
$197K 0.02%
21,027
281
$197K 0.02%
15,684
-14,940
282
$197K 0.02%
936
283
$191K 0.02%
5,570
284
$189K 0.02%
1,845
285
$187K 0.02%
2,445
-43
286
$187K 0.02%
2,320
287
$184K 0.02%
1,345
288
$183K 0.02%
1,660
+8
289
$182K 0.02%
2,957
+1
290
$180K 0.02%
3,787
291
$179K 0.02%
195
-18
292
$179K 0.02%
13,206
-1,807
293
$176K 0.02%
8,202
-8,633
294
$175K 0.02%
28,505
-8,777
295
$174K 0.02%
1,902
+1,740
296
$174K 0.02%
1,799
+42
297
$173K 0.02%
2,947
298
$172K 0.02%
9,553
+161
299
$169K 0.02%
5,576
-1,076
300
$165K 0.02%
2,300
10 11
12
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