BWA

BDO Wealth Advisors Portfolio holdings

AUM $872M
1-Year Est. Return 15.17%
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
+$3.17M
2
+$3.17M
3
+$2.09M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.85M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$1.78M

Top Sells

1
+$4.85M
2
+$3.8M
3
+$2.87M
4
AA icon
Alcoa
AA
+$1.52M
5
UNM icon
Unum
UNM
+$1.47M

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%
66
+18
902
$3K ﹤0.01%
120
903
$3K ﹤0.01%
+108
904
$3K ﹤0.01%
100
-50
905
$3K ﹤0.01%
1,050
906
$3K ﹤0.01%
100
907
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86
908
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40
909
$3K ﹤0.01%
475
910
$3K ﹤0.01%
100
911
$3K ﹤0.01%
121
+30
912
$3K ﹤0.01%
170
913
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90
914
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34
915
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70
916
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44
917
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10
918
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10
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919
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100
920
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14
921
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20
922
$3K ﹤0.01%
53
923
$3K ﹤0.01%
145
924
$3K ﹤0.01%
450
925
$2K ﹤0.01%
+25
35 36
37
38 39