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
526
$32K ﹤0.01%
1,750
527
$32K ﹤0.01%
276
+18
528
$32K ﹤0.01%
123
529
$32K ﹤0.01%
376
530
$32K ﹤0.01%
700
531
$32K ﹤0.01%
101
+15
532
$32K ﹤0.01%
85
+50
533
$32K ﹤0.01%
895
-390
534
$32K ﹤0.01%
1,299
535
$32K ﹤0.01%
1,100
536
$31K ﹤0.01%
3,500
537
$31K ﹤0.01%
182
538
$31K ﹤0.01%
284
539
$31K ﹤0.01%
460
540
$31K ﹤0.01%
166
541
$31K ﹤0.01%
65
542
$31K ﹤0.01%
330
543
$30K ﹤0.01%
+100
544
$30K ﹤0.01%
276
-1,854
545
$30K ﹤0.01%
322
+88
546
$30K ﹤0.01%
82
547
$30K ﹤0.01%
123
+14
548
$30K ﹤0.01%
1,858
549
$29K ﹤0.01%
305
550
$29K ﹤0.01%
884
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