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
276
$28K 0.01%
+515
277
$28K 0.01%
+500
278
$28K 0.01%
+349
279
$27K 0.01%
+531
280
$26K 0.01%
+897
281
$26K 0.01%
+838
282
$26K 0.01%
+600
283
$26K 0.01%
+368
284
$26K 0.01%
+1,113
285
$25K 0.01%
+563
286
$25K 0.01%
+50
287
$25K 0.01%
+1,000
288
$24K 0.01%
+128
289
$24K 0.01%
+1,263
290
$23K 0.01%
+300
291
$23K 0.01%
+729
292
$23K 0.01%
+415
293
$22K 0.01%
+412
294
$22K 0.01%
+1,980
295
$22K 0.01%
+261
296
$22K 0.01%
+800
297
$22K 0.01%
+469
298
$22K 0.01%
+438
299
$22K 0.01%
+401
300
$21K 0.01%
+190
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