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
326
$127K 0.01%
224
-1
327
$127K 0.01%
3,800
-1,250
328
$127K 0.01%
1,026
329
$126K 0.01%
2,017
-579
330
$125K 0.01%
6,212
-1,000
331
$121K 0.01%
1,538
+63
332
$121K 0.01%
1,170
-69
333
$120K 0.01%
276
+1
334
$119K 0.01%
2,154
335
$118K 0.01%
1,950
336
$116K 0.01%
3,530
337
$116K 0.01%
723
-160
338
$115K 0.01%
6,448
-1,863
339
$115K 0.01%
1,701
-506
340
$114K 0.01%
1,428
341
$113K 0.01%
6,492
-1,500
342
$112K 0.01%
865
343
$110K 0.01%
1,800
344
$109K 0.01%
1,229
+18
345
$109K 0.01%
1,636
-1,702
346
$108K 0.01%
+5,577
347
$104K 0.01%
+6,082
348
$103K 0.01%
554
-52
349
$101K 0.01%
597
350
$99K 0.01%
175
12 13
14
15 16