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
476
$42K ﹤0.01%
260
-375
477
$42K ﹤0.01%
+4,294
478
$41K ﹤0.01%
238
+11
479
$41K ﹤0.01%
159
480
$41K ﹤0.01%
374
-7,276
481
$41K ﹤0.01%
109
+84
482
$40K ﹤0.01%
115
+35
483
$40K ﹤0.01%
659
+437
484
$40K ﹤0.01%
1,451
485
$40K ﹤0.01%
115
-10
486
$39K ﹤0.01%
663
487
$39K ﹤0.01%
2,300
488
$39K ﹤0.01%
1,840
489
$38K ﹤0.01%
154
+87
490
$38K ﹤0.01%
328
-345
491
$38K ﹤0.01%
1,000
492
$38K ﹤0.01%
557
+107
493
$38K ﹤0.01%
270
494
$38K ﹤0.01%
983
495
$38K ﹤0.01%
285
496
$38K ﹤0.01%
2,390
497
$38K ﹤0.01%
+500
498
$38K ﹤0.01%
1,033
-591
499
$37K ﹤0.01%
999
+16
500
$37K ﹤0.01%
1,500
18 19
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