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
751
$8K ﹤0.01%
192
+42
752
$8K ﹤0.01%
+400
753
$8K ﹤0.01%
400
754
$8K ﹤0.01%
160
755
$8K ﹤0.01%
107
+72
756
$8K ﹤0.01%
110
757
$8K ﹤0.01%
115
758
$8K ﹤0.01%
289
+3
759
$8K ﹤0.01%
209
760
$8K ﹤0.01%
38
761
$8K ﹤0.01%
100
762
$8K ﹤0.01%
5
763
$8K ﹤0.01%
300
764
$8K ﹤0.01%
244
765
$8K ﹤0.01%
132
766
$8K ﹤0.01%
100
767
$8K ﹤0.01%
312
-1
768
$8K ﹤0.01%
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769
$8K ﹤0.01%
25
-25
770
$7K ﹤0.01%
110
-23,940
771
$7K ﹤0.01%
100
772
$7K ﹤0.01%
75
773
$7K ﹤0.01%
103
+11
774
$7K ﹤0.01%
100
775
$7K ﹤0.01%
31
+12
29 30
31
32 33