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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
1051
$1K ﹤0.01%
15
1052
$1K ﹤0.01%
75
1053
$1K ﹤0.01%
47
-189
1054
$1K ﹤0.01%
+6
1055
$1K ﹤0.01%
200
1056
$1K ﹤0.01%
50
1057
$1K ﹤0.01%
100
1058
$1K ﹤0.01%
31
1059
$1K ﹤0.01%
16
1060
$1K ﹤0.01%
+12
1061
$1K ﹤0.01%
42
1062
$1K ﹤0.01%
104
1063
$1K ﹤0.01%
20
1064
$1K ﹤0.01%
31
1065
$1K ﹤0.01%
40
1066
$1K ﹤0.01%
+16
1067
$1K ﹤0.01%
+16
1068
$1K ﹤0.01%
150
1069
$1K ﹤0.01%
20
1070
$1K ﹤0.01%
+10
1071
$1K ﹤0.01%
+17
1072
$1K ﹤0.01%
92
+10
1073
$1K ﹤0.01%
9
-35
1074
$1K ﹤0.01%
7
1075
$1K ﹤0.01%
+63
41 42
43
44 45