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
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%
90
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
+6
663
$16K ﹤0.01%
5,000
664
$15K ﹤0.01%
1,106
665
$15K ﹤0.01%
210
666
$15K ﹤0.01%
430
-287
667
$15K ﹤0.01%
700
-50
668
$15K ﹤0.01%
1,600
669
$15K ﹤0.01%
1,500
670
$15K ﹤0.01%
780
671
$15K ﹤0.01%
998
672
$15K ﹤0.01%
106
673
$15K ﹤0.01%
256
674
$15K ﹤0.01%
320
+55
675
$15K ﹤0.01%
140
25 26
27
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