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
351
$99K 0.01%
11,841
352
$98K 0.01%
1,267
353
$97K 0.01%
1,667
+964
354
$97K 0.01%
145
355
$97K 0.01%
1,689
356
$97K 0.01%
5,130
+6
357
$96K 0.01%
2,454
+4
358
$95K 0.01%
647
+10
359
$95K 0.01%
6,000
360
$94K 0.01%
2,500
361
$94K 0.01%
9,020
362
$92K 0.01%
1,060
363
$90K 0.01%
1,350
364
$88K 0.01%
1,569
+319
365
$88K 0.01%
5,535
-5,500
366
$88K 0.01%
771
367
$87K 0.01%
1,240
368
$87K 0.01%
2,260
369
$85K 0.01%
4,691
+4
370
$84K 0.01%
1,450
371
$84K 0.01%
420
372
$84K 0.01%
1,035
373
$83K 0.01%
+496
374
$82K 0.01%
3,900
375
$81K 0.01%
3,250
-1,365
13 14
15
16 17