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
601
$22K ﹤0.01%
2,000
602
$22K ﹤0.01%
838
603
$22K ﹤0.01%
330
604
$22K ﹤0.01%
448
+60
605
$22K ﹤0.01%
431
606
$22K ﹤0.01%
200
607
$22K ﹤0.01%
1,500
608
$22K ﹤0.01%
263
609
$22K ﹤0.01%
166
+26
610
$21K ﹤0.01%
125
-20
611
$21K ﹤0.01%
367
+2
612
$21K ﹤0.01%
450
613
$21K ﹤0.01%
+2,000
614
$21K ﹤0.01%
120
615
$21K ﹤0.01%
1,010
616
$21K ﹤0.01%
45
617
$21K ﹤0.01%
500
618
$20K ﹤0.01%
465
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$20K ﹤0.01%
494
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620
$20K ﹤0.01%
115
621
$20K ﹤0.01%
800
622
$20K ﹤0.01%
71
623
$20K ﹤0.01%
1,222
+27
624
$20K ﹤0.01%
435
625
$20K ﹤0.01%
1,194
23 24
25
26 27