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
301
$159K 0.02%
1,826
+135
302
$158K 0.02%
3,695
303
$156K 0.02%
2,032
304
$153K 0.02%
5,688
+948
305
$153K 0.02%
542
306
$151K 0.02%
4,639
307
$149K 0.02%
11,334
-793
308
$149K 0.02%
4,752
-2,022
309
$148K 0.02%
7,614
310
$148K 0.02%
15,337
-4,232
311
$146K 0.02%
665
312
$145K 0.02%
38,566
313
$145K 0.02%
2,285
+5
314
$144K 0.02%
1,090
315
$142K 0.02%
646
+167
316
$140K 0.01%
1,646
+592
317
$140K 0.01%
1,300
318
$139K 0.01%
2,093
319
$136K 0.01%
1,461
320
$135K 0.01%
2,250
321
$135K 0.01%
4,326
-4,128
322
$133K 0.01%
1,515
+115
323
$132K 0.01%
32,254
324
$131K 0.01%
2,229
-21
325
$131K 0.01%
+1,265
11 12
13
14 15