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
851
$4K ﹤0.01%
300
852
$4K ﹤0.01%
144
853
$4K ﹤0.01%
12
854
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42
855
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+46
856
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101
+1
857
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60
858
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100
859
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100
860
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207
861
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61
862
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25
-84
863
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100
864
$4K ﹤0.01%
109
865
$4K ﹤0.01%
41
866
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12
-7
867
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29
868
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+204
869
$4K ﹤0.01%
7
870
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89
871
$4K ﹤0.01%
200
872
$4K ﹤0.01%
68
+18
873
$4K ﹤0.01%
184
+70
874
$4K ﹤0.01%
15
-20
875
$4K ﹤0.01%
31
+6
33 34
35
36 37