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%
75
802
$6K ﹤0.01%
18
803
$6K ﹤0.01%
250
+150
804
$6K ﹤0.01%
100
805
$6K ﹤0.01%
217
+92
806
$6K ﹤0.01%
1,500
807
$6K ﹤0.01%
155
808
$6K ﹤0.01%
234
809
$6K ﹤0.01%
124
810
$6K ﹤0.01%
48
811
$6K ﹤0.01%
32
+8
812
$6K ﹤0.01%
474
-306
813
$6K ﹤0.01%
254
+9
814
$6K ﹤0.01%
125
+100
815
$6K ﹤0.01%
132
+2
816
$6K ﹤0.01%
269
+19
817
$5K ﹤0.01%
61
818
$5K ﹤0.01%
125
-100
819
$5K ﹤0.01%
400
820
$5K ﹤0.01%
58
821
$5K ﹤0.01%
300
822
$5K ﹤0.01%
50
823
$5K ﹤0.01%
20
824
$5K ﹤0.01%
37
825
$5K ﹤0.01%
104
31 32
33
34 35