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