BWA

BDO Wealth Advisors Portfolio holdings

AUM $872M
1-Year Est. Return 15.17%
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
+$3.17M
2
+$3.17M
3
+$2.09M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.85M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$1.78M

Top Sells

1
+$4.85M
2
+$3.8M
3
+$2.87M
4
AA icon
Alcoa
AA
+$1.52M
5
UNM icon
Unum
UNM
+$1.47M

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
101
$1.7M 0.18%
7,036
-70
102
$1.7M 0.18%
167,343
-9,446
103
$1.69M 0.18%
7,187
-15
104
$1.66M 0.18%
6,608
+193
105
$1.64M 0.17%
30,374
+24,050
106
$1.63M 0.17%
18,749
+475
107
$1.58M 0.17%
7,232
+168
108
$1.55M 0.16%
24,746
+22,646
109
$1.53M 0.16%
2,699
+71
110
$1.51M 0.16%
63,639
-844
111
$1.47M 0.16%
21,978
+244
112
$1.44M 0.15%
8,713
+5
113
$1.38M 0.15%
83,253
-8,136
114
$1.35M 0.14%
8,982
-804
115
$1.35M 0.14%
7,152
+615
116
$1.31M 0.14%
4,403
+93
117
$1.27M 0.13%
81,646
-5,000
118
$1.27M 0.13%
8,067
-317
119
$1.27M 0.13%
14,551
-85
120
$1.27M 0.13%
3,565
-102
121
$1.26M 0.13%
8,988
+301
122
$1.23M 0.13%
22,204
-2,402
123
$1.23M 0.13%
76,541
-1,669
124
$1.22M 0.13%
2,946
-80
125
$1.22M 0.13%
5,629
3 4
5
6 7