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
301
$21K 0.01%
+546
302
$21K 0.01%
+414
303
$21K 0.01%
+406
304
$21K 0.01%
+12,000
305
$20K 0.01%
+300
306
$20K 0.01%
+200
307
$20K 0.01%
+609
308
– –
0
309
$19K 0.01%
+179
310
$19K 0.01%
+788
311
$19K 0.01%
+210
312
$19K 0.01%
+271
313
$18K 0.01%
+595
314
$18K 0.01%
+518
315
$18K 0.01%
+565
316
$18K 0.01%
+212
317
$18K 0.01%
+136
318
$18K 0.01%
+191
319
$17K 0.01%
+412
320
$17K 0.01%
+289
321
$16K 0.01%
+1,000
322
$16K 0.01%
+124
323
$16K 0.01%
+378
324
$16K 0.01%
+364
325
$16K 0.01%
+477
11 12
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