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
901
$3K ﹤0.01%
450
902
$3K ﹤0.01%
43
903
$3K ﹤0.01%
120
904
$3K ﹤0.01%
+108
905
$3K ﹤0.01%
63
906
$3K ﹤0.01%
+67
907
$3K ﹤0.01%
500
908
$3K ﹤0.01%
56
909
$3K ﹤0.01%
73
910
$3K ﹤0.01%
1,050
911
$3K ﹤0.01%
100
912
$3K ﹤0.01%
86
913
$3K ﹤0.01%
40
914
$3K ﹤0.01%
475
915
$3K ﹤0.01%
100
916
$3K ﹤0.01%
121
+30
917
$3K ﹤0.01%
+45
918
$3K ﹤0.01%
+41
919
$3K ﹤0.01%
34
920
$3K ﹤0.01%
70
921
$3K ﹤0.01%
44
922
$3K ﹤0.01%
10
923
$3K ﹤0.01%
10
-5
924
$3K ﹤0.01%
100
925
$2K ﹤0.01%
125
35 36
37
38 39