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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
976
$1K ﹤0.01%
+5
977
$1K ﹤0.01%
+12
978
$1K ﹤0.01%
10
979
$1K ﹤0.01%
74
-302
980
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+16
981
$1K ﹤0.01%
19
982
$1K ﹤0.01%
+21
983
$1K ﹤0.01%
9
984
$1K ﹤0.01%
+11
985
$1K ﹤0.01%
50
-1,985
986
$1K ﹤0.01%
35
987
$1K ﹤0.01%
+17
988
$1K ﹤0.01%
3
989
$1K ﹤0.01%
+20
990
$1K ﹤0.01%
10
991
$1K ﹤0.01%
19
992
$1K ﹤0.01%
5
-217
993
$1K ﹤0.01%
15
994
$1K ﹤0.01%
10
995
$1K ﹤0.01%
19
996
$1K ﹤0.01%
+2
997
$1K ﹤0.01%
43
998
$1K ﹤0.01%
+1
999
$1K ﹤0.01%
22
1000
$1K ﹤0.01%
24
38 39
40
41 42