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
401
$66K 0.01%
1,038
-255
402
$66K 0.01%
306
+120
403
$66K 0.01%
200
404
$65K 0.01%
903
405
$65K 0.01%
274
406
$65K 0.01%
3,339
407
$64K 0.01%
1,468
+1
408
$64K 0.01%
308
409
$63K 0.01%
209
+132
410
$63K 0.01%
1,039
411
$63K 0.01%
379
-12
412
$63K 0.01%
926
413
$62K 0.01%
490
414
$62K 0.01%
740
415
$62K 0.01%
403
416
$62K 0.01%
10,000
417
$61K 0.01%
3,956
418
$61K 0.01%
172
+31
419
$61K 0.01%
586
420
$61K 0.01%
512
+1
421
$60K 0.01%
4,500
422
$60K 0.01%
288
423
$60K 0.01%
888
424
$59K 0.01%
2,791
+4
425
$59K 0.01%
615
15 16
17
18 19