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
801
$6K ﹤0.01%
100
802
$6K ﹤0.01%
75
803
$6K ﹤0.01%
18
804
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250
+150
805
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100
806
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217
+92
807
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1,500
808
$6K ﹤0.01%
155
809
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234
810
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124
811
$6K ﹤0.01%
48
812
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32
+8
813
$6K ﹤0.01%
474
-306
814
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254
+9
815
$6K ﹤0.01%
125
+100
816
$6K ﹤0.01%
132
+2
817
$5K ﹤0.01%
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819
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37
820
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104
821
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187
-148
822
$5K ﹤0.01%
127
823
$5K ﹤0.01%
90
824
$5K ﹤0.01%
62
825
$5K ﹤0.01%
30
+6
31 32
33
34 35