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
$229M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
559
New
Increased
Reduced
Closed

Top Buys

1
+$21.1M
2
+$19.6M
3
+$14.6M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$13.3M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$9.6M

Top Sells

No sells this quarter

Sector Composition

1 Financials 6.32%
2 Technology 6.15%
3 Healthcare 4.97%
4 Industrials 2.85%
5 Consumer Staples 2.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$55K 0.02%
+832
227
$54K 0.02%
+479
228
$54K 0.02%
+444
229
$53K 0.02%
+1,223
230
$52K 0.02%
+3,018
231
$51K 0.02%
+475
232
$49K 0.02%
+860
233
$49K 0.02%
+2,238
234
$49K 0.02%
+625
235
$49K 0.02%
+609
236
$48K 0.02%
+986
237
$48K 0.02%
+800
238
$48K 0.02%
+5,694
239
$48K 0.02%
+1,050
240
$47K 0.02%
+1,200
241
$47K 0.02%
+1,040
242
$47K 0.02%
+729
243
$45K 0.02%
+1,156
244
$43K 0.02%
+1,227
245
$43K 0.02%
+1,215
246
$43K 0.02%
+5,000
247
$43K 0.02%
+673
248
$41K 0.02%
+1,397
249
$41K 0.02%
+1,200
250
$40K 0.02%
+313
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