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
626
$19K ﹤0.01%
400
627
$19K ﹤0.01%
200
628
$19K ﹤0.01%
+890
629
$19K ﹤0.01%
8
630
$19K ﹤0.01%
145
-4
631
$19K ﹤0.01%
85
632
$19K ﹤0.01%
550
-500
633
$18K ﹤0.01%
72
-35
634
$18K ﹤0.01%
550
635
$18K ﹤0.01%
519
+177
636
$18K ﹤0.01%
1,112
637
$18K ﹤0.01%
245
+15
638
$18K ﹤0.01%
4,378
-9,684
639
$18K ﹤0.01%
1,009
640
$18K ﹤0.01%
+100
641
$18K ﹤0.01%
27
642
$18K ﹤0.01%
400
643
$18K ﹤0.01%
611
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644
$18K ﹤0.01%
200
645
$18K ﹤0.01%
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-3
646
$18K ﹤0.01%
48
647
$17K ﹤0.01%
90
648
$17K ﹤0.01%
166
649
$17K ﹤0.01%
27
650
$17K ﹤0.01%
51
24 25
26
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