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
401
– –
0
402
$8K ﹤0.01%
+45
403
$8K ﹤0.01%
+300
404
$8K ﹤0.01%
+1,000
405
$8K ﹤0.01%
+69
406
$7K ﹤0.01%
+50
407
$7K ﹤0.01%
+234
408
$7K ﹤0.01%
+228
409
$7K ﹤0.01%
+391
410
$7K ﹤0.01%
+925
411
$7K ﹤0.01%
+292
412
$6K ﹤0.01%
+100
413
$6K ﹤0.01%
+125
414
$6K ﹤0.01%
+76
415
$6K ﹤0.01%
+151
416
$6K ﹤0.01%
+52
417
$6K ﹤0.01%
+222
418
$6K ﹤0.01%
+96
419
$6K ﹤0.01%
+289
420
$6K ﹤0.01%
+58
421
$6K ﹤0.01%
+110
422
$5K ﹤0.01%
+304
423
$5K ﹤0.01%
+65
424
$5K ﹤0.01%
+316
425
$5K ﹤0.01%
+210
15 16
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