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
$569M
AUM Growth
+$74.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
807
New
Increased
Reduced
Closed

Top Buys

1
+$3.3M
2
+$3.3M
3
+$3.23M
4
C icon
Citigroup
C
+$3.06M
5
BND icon
Vanguard Total Bond Market
BND
+$2.56M

Top Sells

1
+$17.4M
2
+$15.4M
3
+$7.83M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$6.26M
5
IDV icon
iShares International Select Dividend ETF
IDV
+$4.09M

Sector Composition

1 Technology 6.2%
2 Financials 5.19%
3 Healthcare 4.76%
4 Communication Services 3.47%
5 Industrials 3.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$25K ﹤0.01%
1,042
402
$25K ﹤0.01%
340
403
$25K ﹤0.01%
1,076
404
$25K ﹤0.01%
+600
405
$24K ﹤0.01%
968
406
$24K ﹤0.01%
859
407
$24K ﹤0.01%
1,495
408
$23K ﹤0.01%
745
409
$23K ﹤0.01%
+580
410
$23K ﹤0.01%
120
411
$23K ﹤0.01%
1,600
-333
412
$23K ﹤0.01%
+345
413
$22K ﹤0.01%
100
414
$22K ﹤0.01%
1,299
415
$22K ﹤0.01%
1,000
416
$22K ﹤0.01%
455
417
$22K ﹤0.01%
1,800
418
$21K ﹤0.01%
304
419
$21K ﹤0.01%
402
420
$21K ﹤0.01%
1,200
421
$21K ﹤0.01%
160
422
$21K ﹤0.01%
934
+10
423
$21K ﹤0.01%
+300
424
$21K ﹤0.01%
260
425
$21K ﹤0.01%
730
-252
15 16
17
18 19