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
$495M
AUM Growth
+$107M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
860
New
Increased
Reduced
Closed

Top Buys

1
+$22.9M
2
+$17.8M
3
+$15.7M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$13.6M
5
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$13.1M

Top Sells

1
+$2.77M
2
+$1.99M
3
+$1.57M
4
QLTA icon
iShares AAA-A Rated Corporate Bond ETF
QLTA
+$1.44M
5
SHM icon
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
+$1.36M

Sector Composition

1 Technology 6.04%
2 Financials 4.61%
3 Healthcare 4.34%
4 Communication Services 3.37%
5 Industrials 3.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$93K 0.02%
954
277
$92K 0.02%
776
-284
278
$91K 0.02%
2,551
+1,551
279
$88K 0.02%
635
+10
280
$88K 0.02%
372
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281
$87K 0.02%
8,776
+480
282
$87K 0.02%
890
-125
283
$86K 0.02%
+1,035
284
$85K 0.02%
4,175
+600
285
$84K 0.02%
278
+89
286
$84K 0.02%
+1,989
287
$83K 0.02%
2,700
-482
288
$83K 0.02%
554
-34
289
$82K 0.02%
+602
290
$82K 0.02%
763
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291
$82K 0.02%
866
-16,544
292
$82K 0.02%
4,760
293
$80K 0.02%
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294
$80K 0.02%
10,484
295
$80K 0.02%
3,600
-12,200
296
$79K 0.02%
1,788
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297
$79K 0.02%
2,268
+127
298
$79K 0.02%
+5,000
299
$78K 0.02%
6,010
+1,994
300
$78K 0.02%
+1,586
10 11
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