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
251
$39K 0.02%
+1,237
252
$39K 0.02%
+141
253
$39K 0.02%
+855
254
$38K 0.02%
+751
255
$38K 0.02%
+502
256
$36K 0.02%
+329
257
$35K 0.02%
+531
258
$35K 0.02%
+730
259
$34K 0.01%
+1,002
260
$33K 0.01%
+393
261
$33K 0.01%
+975
262
$32K 0.01%
+574
263
$32K 0.01%
+2,026
264
$32K 0.01%
+229
265
$31K 0.01%
+400
266
$31K 0.01%
+260
267
$31K 0.01%
+140
268
$31K 0.01%
+585
269
$30K 0.01%
+245
270
$30K 0.01%
+279
271
$30K 0.01%
+457
272
$29K 0.01%
+466
273
$29K 0.01%
+477
274
$28K 0.01%
+221
275
$28K 0.01%
+462
9 10
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