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
126
$1.19M 0.13%
7,280
+239
127
$1.17M 0.12%
4,378
+161
128
$1.13M 0.12%
10,689
+495
129
$1.13M 0.12%
15,647
+322
130
$1.11M 0.12%
10,010
-46
131
$1.09M 0.12%
67,937
-4,223
132
$1.09M 0.12%
21,567
-3,753
133
$1.07M 0.11%
5,679
-529
134
$1.06M 0.11%
9,376
-492
135
$1.04M 0.11%
8,743
+318
136
$1.01M 0.11%
14,352
-1,228
137
$955K 0.1%
11,807
-16
138
$939K 0.1%
5,133
-44
139
$930K 0.1%
61,851
-8,149
140
$919K 0.1%
22,494
-1,598
141
$917K 0.1%
17,603
-572
142
$901K 0.1%
14,950
+60
143
$893K 0.09%
17,500
-100
144
$886K 0.09%
10,390
+2
145
$881K 0.09%
11,728
+297
146
$873K 0.09%
15,700
-595
147
$853K 0.09%
36,091
-4,698
148
$847K 0.09%
30,000
149
$805K 0.09%
25,299
150
$786K 0.08%
51,837
4 5
6
7 8