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
26
$6.61M 0.7%
25,941
-326
27
$6.42M 0.68%
38,520
+520
28
$6.22M 0.66%
235,468
29
$6.13M 0.65%
124,729
-13,642
30
$6.08M 0.64%
154,068
+1,888
31
$6.01M 0.64%
41,480
+1,640
32
$6M 0.63%
173,852
-15,874
33
$5.55M 0.59%
18,150
-450
34
$5.51M 0.58%
13,279
+264
35
$5.45M 0.58%
12,672
+51
36
$5.21M 0.55%
82,198
+1,022
37
$5.2M 0.55%
30,252
-2,487
38
$5.19M 0.55%
100,846
+1,816
39
$5.1M 0.54%
7,638
+186
40
$5.06M 0.54%
172,170
-6,380
41
$5.03M 0.53%
21,712
+222
42
$4.93M 0.52%
64,284
-6,128
43
$4.75M 0.5%
18,701
+12,467
44
$4.53M 0.48%
17,363
-445
45
$4.49M 0.48%
11,289
-3,424
46
$4.33M 0.46%
12,878
+378
47
$4.15M 0.44%
76,981
-2,906
48
$3.99M 0.42%
67,575
+456
49
$3.94M 0.42%
15,262
+241
50
$3.56M 0.38%
15,741
-916
1
2
3 4 5