We are live on
!
Find out more
BWA
BDO Wealth Advisors Portfolio holdings
AUM
$872M
1-Year Est. Return
15.17%
This Fund
S&P 500
1 Year Est. Return
+15.17%
AUM
$569M
AUM Growth
+$74.4M
(+15%)
Holding
807
Top Buys
| 1 | +$3.3M | |
| 2 | +$3.3M | |
| 3 | +$3.23M | |
| 4 |
Citigroup
C
|
+$3.06M |
| 5 |
Vanguard Total Bond Market
BND
|
+$2.56M |
Top Sells
| 1 | +$17.4M | |
| 2 | +$15.4M | |
| 3 | +$7.83M | |
| 4 |
iShares Russell 1000 Growth ETF
IWF
|
+$6.26M |
| 5 |
iShares International Select Dividend ETF
IDV
|
+$4.09M |
Sector Composition
| 1 | Technology | 6.2% |
| 2 | Financials | 5.19% |
| 3 | Healthcare | 4.76% |
| 4 | Communication Services | 3.47% |
| 5 | Industrials | 3.2% |