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
376
$23K 0.01%
1,128
377
$23K 0.01%
200
378
$22K 0.01%
245
379
$22K 0.01%
1,800
380
$22K 0.01%
500
381
$21K 0.01%
+354
382
$21K 0.01%
405
383
$21K 0.01%
134
384
$21K 0.01%
456
-189
385
$20K 0.01%
838
-200
386
$20K 0.01%
+405
387
$20K 0.01%
+1,000
388
$20K 0.01%
102
389
$20K 0.01%
315
390
$20K 0.01%
1,000
391
$19K ﹤0.01%
105
392
$18K ﹤0.01%
600
393
$18K ﹤0.01%
420
394
$18K ﹤0.01%
303
395
$18K ﹤0.01%
560
396
$18K ﹤0.01%
425
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$18K ﹤0.01%
280
398
$17K ﹤0.01%
400
399
$17K ﹤0.01%
519
400
$17K ﹤0.01%
263
14 15
16
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