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
$387M
AUM Growth
-$2.39M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
670
New
Increased
Reduced
Closed

Top Buys

1
+$5.5M
2
+$3.39M
3
+$2.03M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$1.88M
5
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$1.5M

Top Sells

1
+$3.94M
2
+$2.26M
3
+$2.24M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.68M
5
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$1.55M

Sector Composition

1 Technology 6.82%
2 Financials 4.85%
3 Healthcare 4.24%
4 Industrials 2.64%
5 Consumer Discretionary 2.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$30K 0.01%
150
352
$30K 0.01%
200
353
$29K 0.01%
500
354
$29K 0.01%
838
355
$29K 0.01%
466
356
$29K 0.01%
1,154
357
$28K 0.01%
968
+25
358
$28K 0.01%
1,000
359
$27K 0.01%
90
-10
360
$27K 0.01%
913
+8
361
$27K 0.01%
1,000
362
$27K 0.01%
152
-125
363
$26K 0.01%
2,000
+1,040
364
$26K 0.01%
695
+143
365
$26K 0.01%
859
366
$25K 0.01%
2,500
367
$25K 0.01%
120
-2,745
368
$25K 0.01%
281
369
$25K 0.01%
260
370
$25K 0.01%
394
+62
371
$24K 0.01%
1,000
372
$24K 0.01%
730
373
$23K 0.01%
463
374
$23K 0.01%
1,425
-1,800
375
$23K 0.01%
206
13 14
15
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