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
51
$3.49M 0.37%
22,538
-1,022
52
$3.46M 0.37%
11,860
+162
53
$3.35M 0.35%
25,066
-394
54
$3.15M 0.33%
21,780
-40
55
$3.11M 0.33%
10,299
+140
56
$3.1M 0.33%
82,249
+1,304
57
$3.06M 0.32%
8,508
+160
58
$3.05M 0.32%
20,239
+412
59
$2.97M 0.31%
28,644
+253
60
$2.96M 0.31%
61,371
+2,856
61
$2.92M 0.31%
17,083
-539
62
$2.92M 0.31%
8,295
+513
63
$2.9M 0.31%
143,100
-9,697
64
$2.89M 0.31%
24,600
+464
65
$2.79M 0.29%
62,607
-7,073
66
$2.76M 0.29%
9,236
+586
67
$2.73M 0.29%
16,574
+568
68
$2.7M 0.29%
9,315
-64
69
$2.66M 0.28%
51,008
-1,044
70
$2.54M 0.27%
10,061
+249
71
$2.52M 0.27%
48,589
-5,689
72
$2.47M 0.26%
9,927
+441
73
$2.47M 0.26%
9,222
+180
74
$2.43M 0.26%
111,321
+3,725
75
$2.4M 0.25%
27,410
-2,100
1 2
3
4 5