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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
1001
$1K ﹤0.01%
+1,000
1002
$1K ﹤0.01%
10
-10
1003
$1K ﹤0.01%
61
+52
1004
$1K ﹤0.01%
27
1005
$1K ﹤0.01%
33
1006
$1K ﹤0.01%
50
1007
$1K ﹤0.01%
+9
1008
$1K ﹤0.01%
49
1009
$1K ﹤0.01%
20
1010
$1K ﹤0.01%
40
1011
$1K ﹤0.01%
+8
1012
$1K ﹤0.01%
20
1013
$1K ﹤0.01%
+9
1014
$1K ﹤0.01%
+9
1015
$1K ﹤0.01%
+9
1016
$1K ﹤0.01%
23
1017
$1K ﹤0.01%
5
-50
1018
$1K ﹤0.01%
15
1019
$1K ﹤0.01%
70
1020
$1K ﹤0.01%
+134
1021
$1K ﹤0.01%
61
1022
$1K ﹤0.01%
+16
1023
$1K ﹤0.01%
15
1024
$1K ﹤0.01%
15
1025
$1K ﹤0.01%
41
39 40
41
42 43