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
676
$15K ﹤0.01%
66
677
$15K ﹤0.01%
34
678
$14K ﹤0.01%
63
+30
679
$14K ﹤0.01%
164
+26
680
$14K ﹤0.01%
17
+3
681
$14K ﹤0.01%
75
682
$14K ﹤0.01%
800
683
$14K ﹤0.01%
45
684
$14K ﹤0.01%
91
+16
685
$14K ﹤0.01%
+74
686
$14K ﹤0.01%
347
687
$14K ﹤0.01%
760
688
$14K ﹤0.01%
62
+20
689
$14K ﹤0.01%
275
690
$14K ﹤0.01%
1,600
691
$14K ﹤0.01%
125
692
$14K ﹤0.01%
280
693
$14K ﹤0.01%
299
+35
694
$14K ﹤0.01%
560
-58,876
695
$14K ﹤0.01%
166
696
$14K ﹤0.01%
4,101
-7,890
697
$14K ﹤0.01%
69
698
$13K ﹤0.01%
85
699
$13K ﹤0.01%
50
700
$13K ﹤0.01%
20
26 27
28
29 30