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
826
$5K ﹤0.01%
17
827
$5K ﹤0.01%
17
828
$5K ﹤0.01%
14
829
$5K ﹤0.01%
1,000
830
$5K ﹤0.01%
300
831
$5K ﹤0.01%
50
832
$5K ﹤0.01%
39
833
$5K ﹤0.01%
125
-100
834
$5K ﹤0.01%
400
835
$5K ﹤0.01%
58
836
$5K ﹤0.01%
300
837
$5K ﹤0.01%
50
838
$5K ﹤0.01%
16
+8
839
$5K ﹤0.01%
400
840
$5K ﹤0.01%
285
+27
841
$5K ﹤0.01%
46
842
$4K ﹤0.01%
1,000
843
$4K ﹤0.01%
357
844
$4K ﹤0.01%
117
-92
845
$4K ﹤0.01%
172
846
$4K ﹤0.01%
28
847
$4K ﹤0.01%
67
848
$4K ﹤0.01%
2
849
$4K ﹤0.01%
5
850
$4K ﹤0.01%
38
32 33
34
35 36