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
76
$2.38M 0.25%
39,613
-3
77
$2.37M 0.25%
11,786
-815
78
$2.36M 0.25%
22,881
+690
79
$2.33M 0.25%
14,924
+328
80
$2.28M 0.24%
19,915
+221
81
$2.23M 0.24%
4,527
-6
82
$2.12M 0.22%
18,430
-4,167
83
$2.02M 0.21%
55,872
84
$2.02M 0.21%
4,016
+28
85
$1.97M 0.21%
17,258
-1,238
86
$1.97M 0.21%
35,808
-1,000
87
$1.95M 0.21%
22,767
+18,249
88
$1.92M 0.2%
6,932
+28
89
$1.87M 0.2%
2,968
+137
90
$1.84M 0.2%
15,664
+124
91
$1.84M 0.19%
21,385
+595
92
$1.82M 0.19%
12,280
+10,235
93
$1.8M 0.19%
16,813
+19
94
$1.79M 0.19%
36,570
+3,136
95
$1.78M 0.19%
102,184
+3,315
96
$1.77M 0.19%
23,134
-996
97
$1.77M 0.19%
13,345
+1,339
98
$1.76M 0.19%
12,112
-194
99
$1.74M 0.18%
10,183
-1,809
100
$1.71M 0.18%
24,118
+358
2 3
4
5 6