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
176
$550K 0.06%
2,593
-287
177
$538K 0.06%
8,572
+92
178
$529K 0.06%
9,590
+8,713
179
$524K 0.06%
20,000
180
$522K 0.06%
5,967
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181
$521K 0.06%
29,334
-2,162
182
$521K 0.06%
2,999
-1,229
183
$518K 0.05%
16,000
184
$515K 0.05%
14,807
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185
$511K 0.05%
4,250
186
$499K 0.05%
6,007
+1,119
187
$490K 0.05%
2,768
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188
$488K 0.05%
9,889
-374
189
$483K 0.05%
2,410
-29
190
$478K 0.05%
2,846
+2,535
191
$476K 0.05%
+26,036
192
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5,049
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193
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3,875
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194
$446K 0.05%
3,214
195
$445K 0.05%
2,363
+20
196
$436K 0.05%
1,960
+91
197
$434K 0.05%
16,100
-2,400
198
$430K 0.05%
4,046
+8
199
$423K 0.04%
26,493
-3,817
200
$418K 0.04%
12,759
+19
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