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
326
$15K 0.01%
+147
327
– –
0
328
$15K 0.01%
+600
329
$15K 0.01%
+120
330
$14K 0.01%
+250
331
$14K 0.01%
+146
332
$14K 0.01%
+125
333
$14K 0.01%
+218
334
$14K 0.01%
+168
335
$14K 0.01%
+300
336
$14K 0.01%
+577
337
$14K 0.01%
+306
338
$14K 0.01%
+1,000
339
$14K 0.01%
+121
340
$13K 0.01%
+240
341
$13K 0.01%
+130
342
$13K 0.01%
+750
343
$13K 0.01%
+622
344
$13K 0.01%
+50
345
$13K 0.01%
+125
346
$13K 0.01%
+283
347
$13K 0.01%
+250
348
$13K 0.01%
+1,000
349
$12K 0.01%
+150
350
$12K 0.01%
+449
12 13
14
15 16