BWA

BDO Wealth Advisors Portfolio holdings

AUM $872M
1-Year Est. Return 15.17%
This Fund
S&P 500
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
+$21M
2
+$19.4M
3
+$14.6M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$13.2M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$9.53M

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
351
$12K 0.01%
+100
352
$12K 0.01%
+327
353
$12K 0.01%
+1,560
354
$12K 0.01%
+180
355
$12K 0.01%
+200
356
$12K 0.01%
+150
357
$11K ﹤0.01%
+27
358
$11K ﹤0.01%
+216
359
$11K ﹤0.01%
+386
360
$11K ﹤0.01%
+280
361
– –
0
362
$11K ﹤0.01%
+101
363
$11K ﹤0.01%
+140
364
$11K ﹤0.01%
+170
365
$11K ﹤0.01%
+390
366
$11K ﹤0.01%
+158
367
$11K ﹤0.01%
+663
368
$11K ﹤0.01%
+2,500
369
$10K ﹤0.01%
+350
370
$10K ﹤0.01%
+1,250
371
$10K ﹤0.01%
+226
372
– –
0
373
$10K ﹤0.01%
+118
374
$10K ﹤0.01%
+72
375
$10K ﹤0.01%
+234
13 14
15
16 17