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
451
$48K 0.01%
1,308
452
$48K 0.01%
550
453
$48K 0.01%
493
454
$48K 0.01%
385
455
$47K 0.01%
1,123
456
$47K 0.01%
200
457
$46K ﹤0.01%
1,395
458
$46K ﹤0.01%
395
459
$46K ﹤0.01%
486
-1,165
460
$45K ﹤0.01%
893
461
$45K ﹤0.01%
820
462
$45K ﹤0.01%
3,200
463
$44K ﹤0.01%
662
-863
464
$44K ﹤0.01%
1,269
465
$44K ﹤0.01%
586
+250
466
$44K ﹤0.01%
107
+8
467
$44K ﹤0.01%
193
468
$44K ﹤0.01%
1,250
469
$44K ﹤0.01%
1,123
+84
470
$43K ﹤0.01%
517
471
$42K ﹤0.01%
217
+197
472
$42K ﹤0.01%
317
-10
473
$42K ﹤0.01%
1,098
474
$42K ﹤0.01%
260
475
$42K ﹤0.01%
5,000
17 18
19
20 21