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
1026
$1K ﹤0.01%
+3
1027
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1028
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20
1029
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1030
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1031
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1032
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23
1033
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5
-50
1034
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1035
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70
1036
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+134
1037
$1K ﹤0.01%
61
1038
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+16
1039
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15
1040
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15
1041
$1K ﹤0.01%
41
1042
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1043
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1044
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1045
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40
1046
$1K ﹤0.01%
+6
1047
$1K ﹤0.01%
24
1048
$1K ﹤0.01%
+14
1049
$1K ﹤0.01%
+12
1050
$1K ﹤0.01%
69
40 41
42
43 44