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
401
$28K 0.01%
1,347
402
$28K 0.01%
+205
403
$27K 0.01%
+3,500
404
$27K 0.01%
+145
405
$27K 0.01%
1,308
+1,293
406
$27K 0.01%
225
+100
407
$27K 0.01%
230
+200
408
$27K 0.01%
491
+126
409
$27K 0.01%
215
410
$27K 0.01%
+1,076
411
$26K 0.01%
3,750
412
$26K 0.01%
+500
413
$26K 0.01%
+1,500
414
$26K 0.01%
1,700
415
$26K 0.01%
+780
416
$26K 0.01%
747
417
$26K 0.01%
+4,080
418
$25K 0.01%
224
+206
419
$25K 0.01%
450
-26,006
420
$25K 0.01%
603
-1,466
421
$24K ﹤0.01%
1,098
422
$24K ﹤0.01%
+200
423
$24K ﹤0.01%
200
+100
424
$24K ﹤0.01%
200
425
$24K ﹤0.01%
+75
15 16
17
18 19