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
576
$26K ﹤0.01%
600
+400
577
$26K ﹤0.01%
892
578
$25K ﹤0.01%
82
+54
579
$25K ﹤0.01%
1,100
580
$25K ﹤0.01%
93
581
$25K ﹤0.01%
350
582
$25K ﹤0.01%
567
+20
583
$25K ﹤0.01%
600
584
$24K ﹤0.01%
138
585
$24K ﹤0.01%
742
+260
586
$24K ﹤0.01%
71
-148
587
$24K ﹤0.01%
338
588
$24K ﹤0.01%
135
589
$23K ﹤0.01%
1,100
590
$23K ﹤0.01%
101
591
$23K ﹤0.01%
+837
592
$23K ﹤0.01%
279
+188
593
$23K ﹤0.01%
106
+22
594
$23K ﹤0.01%
60
595
$23K ﹤0.01%
442
596
$23K ﹤0.01%
118
+65
597
$23K ﹤0.01%
537
+343
598
$23K ﹤0.01%
125
599
$23K ﹤0.01%
525
600
$22K ﹤0.01%
838
22 23
24
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