BWA

BDO Wealth Advisors Portfolio holdings

AUM $872M
1-Year Est. Return 15.17%
This Fund
S&P 500
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
+$3.5M
2
+$3.27M
3
+$2.09M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.84M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$1.73M

Top Sells

1
+$4.95M
2
+$3.82M
3
+$2.81M
4
UNM icon
Unum
UNM
+$1.51M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$1.46M

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
501
$37K ﹤0.01%
987
+500
502
$37K ﹤0.01%
340
503
$37K ﹤0.01%
775
-1,300
504
$36K ﹤0.01%
200
505
$36K ﹤0.01%
981
+7
506
$36K ﹤0.01%
508
+2
507
$36K ﹤0.01%
258
+100
508
$36K ﹤0.01%
1,750
509
$35K ﹤0.01%
145
510
$35K ﹤0.01%
127
511
$35K ﹤0.01%
318
512
$35K ﹤0.01%
1,589
513
$35K ﹤0.01%
838
514
$35K ﹤0.01%
878
+1
515
$35K ﹤0.01%
2,346
516
$35K ﹤0.01%
390
517
$35K ﹤0.01%
194
518
$34K ﹤0.01%
140
519
$34K ﹤0.01%
1,140
520
$34K ﹤0.01%
245
521
$33K ﹤0.01%
50
522
$33K ﹤0.01%
1,025
-50
523
$33K ﹤0.01%
490
524
$33K ﹤0.01%
726
525
$32K ﹤0.01%
1,149
19 20
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