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
676
$15K ﹤0.01%
66
677
$15K ﹤0.01%
34
678
$14K ﹤0.01%
275
679
$14K ﹤0.01%
1,600
680
$14K ﹤0.01%
125
681
$14K ﹤0.01%
280
682
$14K ﹤0.01%
63
+30
683
$14K ﹤0.01%
164
+26
684
$14K ﹤0.01%
17
+3
685
$14K ﹤0.01%
75
686
$14K ﹤0.01%
800
687
$14K ﹤0.01%
45
688
$14K ﹤0.01%
91
+16
689
$14K ﹤0.01%
+74
690
$14K ﹤0.01%
347
691
$14K ﹤0.01%
760
692
$14K ﹤0.01%
62
+20
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