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
701
$13K ﹤0.01%
700
702
$13K ﹤0.01%
245
703
$13K ﹤0.01%
270
704
$13K ﹤0.01%
603
705
$13K ﹤0.01%
440
706
$12K ﹤0.01%
109
+9
707
$12K ﹤0.01%
30
708
$12K ﹤0.01%
750
+500
709
$12K ﹤0.01%
2,457
710
$12K ﹤0.01%
353
711
$12K ﹤0.01%
138
712
$12K ﹤0.01%
308
713
$12K ﹤0.01%
511
714
$12K ﹤0.01%
1,000
715
$12K ﹤0.01%
1,200
716
$11K ﹤0.01%
+280
717
$11K ﹤0.01%
243
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718
$11K ﹤0.01%
485
719
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200
720
$11K ﹤0.01%
25
721
$11K ﹤0.01%
600
722
$11K ﹤0.01%
900
723
$11K ﹤0.01%
293
724
$10K ﹤0.01%
1,100
-2,418
725
$10K ﹤0.01%
90
27 28
29
30 31