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
1076
$1K ﹤0.01%
+12
1077
$1K ﹤0.01%
42
1078
$1K ﹤0.01%
104
1079
$1K ﹤0.01%
20
1080
$1K ﹤0.01%
20
1081
$1K ﹤0.01%
+10
1082
$1K ﹤0.01%
+17
1083
$1K ﹤0.01%
92
+10
1084
$1K ﹤0.01%
9
-35
1085
$1K ﹤0.01%
7
1086
$0 ﹤0.01%
2
1087
– –
-4
1088
– –
-100
1089
$0 ﹤0.01%
25
1090
$0 ﹤0.01%
3
1091
– –
-600
1092
– –
-250
1093
$0 ﹤0.01%
11
1094
– –
-2,661
1095
– –
-100
1096
– –
-7,931
1097
$0 ﹤0.01%
10
1098
– –
-450
1099
$0 ﹤0.01%
2
1100
– –
-30
42 43
44
45 46