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
626
$19K ﹤0.01%
+890
627
$19K ﹤0.01%
8
628
$19K ﹤0.01%
145
-4
629
$19K ﹤0.01%
85
630
$19K ﹤0.01%
550
-500
631
$19K ﹤0.01%
400
632
$19K ﹤0.01%
200
633
$18K ﹤0.01%
1,009
634
$18K ﹤0.01%
72
-35
635
$18K ﹤0.01%
550
636
$18K ﹤0.01%
519
+177
637
$18K ﹤0.01%
+100
638
$18K ﹤0.01%
1,112
639
$18K ﹤0.01%
27
640
$18K ﹤0.01%
400
641
$18K ﹤0.01%
245
+15
642
$18K ﹤0.01%
4,378
-9,684
643
$18K ﹤0.01%
611
+3
644
$18K ﹤0.01%
200
645
$18K ﹤0.01%
66
-3
646
$18K ﹤0.01%
48
647
$17K ﹤0.01%
+480
648
$17K ﹤0.01%
166
649
$17K ﹤0.01%
27
650
$17K ﹤0.01%
51
24 25
26
27 28