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
+$3.17M
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
726
$10K ﹤0.01%
400
727
$10K ﹤0.01%
900
728
$10K ﹤0.01%
60
+1
729
$10K ﹤0.01%
114
730
$10K ﹤0.01%
83
731
$10K ﹤0.01%
1,100
-2,418
732
$10K ﹤0.01%
90
733
$10K ﹤0.01%
300
734
$9K ﹤0.01%
180
-50
735
$9K ﹤0.01%
185
736
$9K ﹤0.01%
24
737
$9K ﹤0.01%
45
738
$9K ﹤0.01%
100
-204
739
$9K ﹤0.01%
188
740
$9K ﹤0.01%
99
741
$9K ﹤0.01%
18
+7
742
$9K ﹤0.01%
66
743
$9K ﹤0.01%
225
744
$9K ﹤0.01%
87
745
$9K ﹤0.01%
200
746
$9K ﹤0.01%
210
747
$9K ﹤0.01%
36
748
$9K ﹤0.01%
29
-14
749
$9K ﹤0.01%
26
750
$8K ﹤0.01%
289
+3
28 29
30
31 32