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
426
$5K ﹤0.01%
+59
427
$5K ﹤0.01%
+450
428
$5K ﹤0.01%
+16
429
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+30
430
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+100
431
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+98
432
$5K ﹤0.01%
+82
433
$5K ﹤0.01%
+400
434
$5K ﹤0.01%
+300
435
$5K ﹤0.01%
+47
436
$5K ﹤0.01%
+47
437
$5K ﹤0.01%
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438
$5K ﹤0.01%
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439
$4K ﹤0.01%
+42
440
$4K ﹤0.01%
+175
441
$4K ﹤0.01%
+81
442
$4K ﹤0.01%
+100
443
$4K ﹤0.01%
+257
444
$4K ﹤0.01%
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445
$4K ﹤0.01%
+56
446
$4K ﹤0.01%
+156
447
$4K ﹤0.01%
+100
448
$4K ﹤0.01%
+80
449
$4K ﹤0.01%
+95
450
$4K ﹤0.01%
+100
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