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
+$3.5M
2
+$3.27M
3
+$2.09M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.84M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$1.73M

Top Sells

1
+$4.95M
2
+$3.82M
3
+$2.81M
4
UNM icon
Unum
UNM
+$1.51M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$1.46M

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
776
$7K ﹤0.01%
110
-23,940
777
$7K ﹤0.01%
31
+12
778
$7K ﹤0.01%
150
779
$7K ﹤0.01%
100
780
$7K ﹤0.01%
300
781
$7K ﹤0.01%
100
782
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700
783
$7K ﹤0.01%
+126
784
$7K ﹤0.01%
50
+25
785
$7K ﹤0.01%
400
786
$7K ﹤0.01%
35
787
$7K ﹤0.01%
139
788
$7K ﹤0.01%
103
+11
789
$7K ﹤0.01%
100
790
$7K ﹤0.01%
75
791
$6K ﹤0.01%
69
792
$6K ﹤0.01%
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793
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795
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796
$6K ﹤0.01%
25
797
$6K ﹤0.01%
53
-80
798
$6K ﹤0.01%
94
799
$6K ﹤0.01%
95
800
$6K ﹤0.01%
100
30 31
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