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
551
$29K ﹤0.01%
108
552
$29K ﹤0.01%
246
553
$29K ﹤0.01%
1,065
+3
554
$29K ﹤0.01%
1,000
555
$28K ﹤0.01%
525
556
$28K ﹤0.01%
420
557
$28K ﹤0.01%
278
558
$28K ﹤0.01%
251
+26
559
$28K ﹤0.01%
300
+50
560
$28K ﹤0.01%
933
+50
561
$28K ﹤0.01%
265
562
$27K ﹤0.01%
724
563
$27K ﹤0.01%
400
564
$27K ﹤0.01%
382
565
$27K ﹤0.01%
325
566
$27K ﹤0.01%
200
-125
567
$27K ﹤0.01%
1,101
568
$27K ﹤0.01%
42
569
$27K ﹤0.01%
124
+9
570
$26K ﹤0.01%
600
571
$26K ﹤0.01%
490
572
$26K ﹤0.01%
225
-10
573
$26K ﹤0.01%
71
+5
574
$26K ﹤0.01%
151
+17
575
$26K ﹤0.01%
338
21 22
23
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