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
$202M
AUM Growth
-$27.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
595
New
Increased
Reduced
Closed

Top Buys

1
+$2.28M
2
+$871K
3
+$835K
4
ALK icon
Alaska Air
ALK
+$700K
5
BND icon
Vanguard Total Bond Market
BND
+$485K

Top Sells

1
+$7.66M
2
+$5.49M
3
+$4.16M
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$2.58M
5
MGV icon
Vanguard Mega Cap Value ETF
MGV
+$2.19M

Sector Composition

1 Technology 7.19%
2 Financials 6.76%
3 Healthcare 5.41%
4 Industrials 2.88%
5 Consumer Discretionary 2.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$2K ﹤0.01%
+60
402
$2K ﹤0.01%
+141
403
$2K ﹤0.01%
+190
404
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68
405
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100
-291
406
$2K ﹤0.01%
13
407
$2K ﹤0.01%
151
+1
408
$1K ﹤0.01%
29
409
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$1K ﹤0.01%
100
413
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$1K ﹤0.01%
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419
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0
422
$1K ﹤0.01%
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-30
423
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$1K ﹤0.01%
72
-68
15 16
17
18 19