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
376
$10K ﹤0.01%
+72
377
$10K ﹤0.01%
+234
378
– –
0
379
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+134
380
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+292
381
$10K ﹤0.01%
+120
382
$10K ﹤0.01%
+264
383
$9K ﹤0.01%
+226
384
$9K ﹤0.01%
+214
385
$9K ﹤0.01%
+100
386
– –
0
387
$9K ﹤0.01%
+51
388
$9K ﹤0.01%
+200
389
$9K ﹤0.01%
+69
390
$9K ﹤0.01%
+337
391
$9K ﹤0.01%
+316
392
$9K ﹤0.01%
+338
393
$9K ﹤0.01%
+337
394
$8K ﹤0.01%
+97
395
$8K ﹤0.01%
+408
396
$8K ﹤0.01%
+7
397
$8K ﹤0.01%
+162
398
$8K ﹤0.01%
+150
399
$8K ﹤0.01%
+122
400
$8K ﹤0.01%
+40
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