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
926
$2K ﹤0.01%
51
-12,046
927
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300
928
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16
929
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+12
930
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931
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932
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100
933
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934
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37
+8
935
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936
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937
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938
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939
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940
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941
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942
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943
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944
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945
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946
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947
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31
948
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500
949
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13
950
$2K ﹤0.01%
29
36 37
38
39 40