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
651
$17K ﹤0.01%
240
652
$17K ﹤0.01%
+67
653
$17K ﹤0.01%
100
654
$17K ﹤0.01%
335
-30
655
$17K ﹤0.01%
415
656
$17K ﹤0.01%
+480
657
$16K ﹤0.01%
25
-5
658
$16K ﹤0.01%
+546
659
$16K ﹤0.01%
776
660
$16K ﹤0.01%
300
661
$16K ﹤0.01%
175
+64
662
$16K ﹤0.01%
176
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663
$16K ﹤0.01%
5,000
664
$15K ﹤0.01%
998
665
$15K ﹤0.01%
256
666
$15K ﹤0.01%
1,106
667
$15K ﹤0.01%
106
668
$15K ﹤0.01%
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669
$15K ﹤0.01%
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670
$15K ﹤0.01%
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-50
671
$15K ﹤0.01%
1,600
672
$15K ﹤0.01%
1,500
673
$15K ﹤0.01%
780
674
$15K ﹤0.01%
320
+55
675
$15K ﹤0.01%
140
25 26
27
28 29