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
376
$33K 0.01%
502
+2
377
$33K 0.01%
2,772
+372
378
$33K 0.01%
+152
379
$32K 0.01%
+73
380
$32K 0.01%
+280
381
$32K 0.01%
2,060
+1,500
382
$32K 0.01%
1,105
-751
383
$31K 0.01%
+232
384
$31K 0.01%
673
+523
385
$31K 0.01%
+2,173
386
$31K 0.01%
226
+101
387
$31K 0.01%
+192
388
$31K 0.01%
+108
389
$31K 0.01%
882
+80
390
$30K 0.01%
200
391
$30K 0.01%
+300
392
$30K 0.01%
1,013
+38
393
$30K 0.01%
490
+445
394
$30K 0.01%
+1,750
395
$30K 0.01%
+1,250
396
$30K 0.01%
10,000
397
$29K 0.01%
366
398
$29K 0.01%
+290
399
$29K 0.01%
1,154
400
$28K 0.01%
+1,600
14 15
16
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