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
351
$43K 0.01%
1,900
352
$42K 0.01%
3,000
353
$42K 0.01%
517
354
$41K 0.01%
+2,986
355
$41K 0.01%
+510
356
$41K 0.01%
+2,050
357
$41K 0.01%
1,200
358
$40K 0.01%
5,325
359
$39K 0.01%
517
+3
360
$39K 0.01%
+408
361
$39K 0.01%
+484
362
$38K 0.01%
904
363
$38K 0.01%
291
+139
364
$38K 0.01%
1,400
365
$37K 0.01%
800
366
$37K 0.01%
1,441
+5
367
$36K 0.01%
+838
368
$35K 0.01%
+757
369
$35K 0.01%
203
+53
370
$35K 0.01%
+233
371
$35K 0.01%
1,027
372
$35K 0.01%
472
373
$34K 0.01%
+970
374
$33K 0.01%
134
+120
375
$33K 0.01%
740
13 14
15
16 17