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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
1126
– –
0
1127
$0 ﹤0.01%
+23
1128
$0 ﹤0.01%
+2
1129
$0 ﹤0.01%
45
1130
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-4
1131
$0 ﹤0.01%
6
1132
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-600
1133
$0 ﹤0.01%
12
1134
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1135
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13
1136
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1137
$0 ﹤0.01%
9
1138
$0 ﹤0.01%
5
1139
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$0 ﹤0.01%
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1141
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0
1142
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+2
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$0 ﹤0.01%
13
1144
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-8
1145
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$0 ﹤0.01%
+25
1147
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-1,500
1148
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1149
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1
1150
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+9
44 45
46
47 48