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
$229M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
559
New
Increased
Reduced
Closed

Top Buys

1
+$21M
2
+$19.4M
3
+$14.6M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$13.2M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$9.53M

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%
+210
427
$5K ﹤0.01%
+30
428
$5K ﹤0.01%
+100
429
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430
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+82
431
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+400
432
$5K ﹤0.01%
+300
433
$5K ﹤0.01%
+47
434
$5K ﹤0.01%
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435
$5K ﹤0.01%
+85
436
$5K ﹤0.01%
+96
437
$5K ﹤0.01%
+16
438
$5K ﹤0.01%
+304
439
$4K ﹤0.01%
+156
440
$4K ﹤0.01%
+100
441
$4K ﹤0.01%
+80
442
$4K ﹤0.01%
+42
443
$4K ﹤0.01%
+175
444
$4K ﹤0.01%
+81
445
$4K ﹤0.01%
+95
446
$4K ﹤0.01%
+100
447
$4K ﹤0.01%
+100
448
$4K ﹤0.01%
+257
449
$4K ﹤0.01%
+130
450
$4K ﹤0.01%
+200
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