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
326
$54K 0.01%
+28,000
327
$53K 0.01%
+742
328
$52K 0.01%
860
329
$52K 0.01%
+1,250
330
$51K 0.01%
3,429
+2,829
331
$51K 0.01%
2,755
-150
332
$51K 0.01%
2,121
+12
333
$51K 0.01%
+6,000
334
$49K 0.01%
1,350
335
$48K 0.01%
+1,115
336
$48K 0.01%
+550
337
$48K 0.01%
+3,000
338
$48K 0.01%
724
+693
339
$47K 0.01%
1,394
+989
340
$46K 0.01%
+1,400
341
$45K 0.01%
288
+38
342
$44K 0.01%
5,400
343
$44K 0.01%
+5,909
344
$44K 0.01%
1,000
345
$44K 0.01%
3,050
+2,050
346
$44K 0.01%
1,820
-200
347
$44K 0.01%
262
-65
348
$43K 0.01%
+100
349
$43K 0.01%
+415
350
$43K 0.01%
1,743
-450
12 13
14
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