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
201
$412K 0.04%
39,628
-2,225
202
$406K 0.04%
1,265
+16
203
$404K 0.04%
3,853
+170
204
$403K 0.04%
3,956
+151
205
$403K 0.04%
1,512
+254
206
$396K 0.04%
2,825
207
$393K 0.04%
28,416
-1,349
208
$384K 0.04%
1,857
-35
209
$381K 0.04%
1,828
+396
210
$377K 0.04%
15,924
-3,116
211
$373K 0.04%
1,656
-22
212
$372K 0.04%
2,272
+278
213
$365K 0.04%
1,782
+100
214
$362K 0.04%
4,000
-150
215
$360K 0.04%
35,234
216
$354K 0.04%
9,057
+3,737
217
$343K 0.04%
58
-10
218
$342K 0.04%
6,797
-4,578
219
$338K 0.04%
4,570
220
$337K 0.04%
21,608
221
$329K 0.03%
389
-94
222
$329K 0.03%
49,566
-1,535
223
$326K 0.03%
5,513
-269
224
$325K 0.03%
4,137
225
$323K 0.03%
6,401
+1,200
7 8
9
10 11