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
$387M
AUM Growth
-$2.39M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
670
New
Increased
Reduced
Closed

Top Buys

1
+$5.5M
2
+$3.39M
3
+$2.03M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$1.88M
5
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$1.5M

Top Sells

1
+$3.94M
2
+$2.26M
3
+$2.24M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.68M
5
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$1.55M

Sector Composition

1 Technology 6.82%
2 Financials 4.85%
3 Healthcare 4.24%
4 Industrials 2.64%
5 Consumer Discretionary 2.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$11K ﹤0.01%
114
427
$11K ﹤0.01%
390
428
$11K ﹤0.01%
+300
429
$11K ﹤0.01%
918
430
$11K ﹤0.01%
500
431
$10K ﹤0.01%
400
-2,000
432
$10K ﹤0.01%
202
433
$10K ﹤0.01%
250
434
$10K ﹤0.01%
200
435
$10K ﹤0.01%
180
436
$10K ﹤0.01%
48
-488
437
$10K ﹤0.01%
425
438
$10K ﹤0.01%
400
439
$10K ﹤0.01%
110
440
$9K ﹤0.01%
+53
441
$9K ﹤0.01%
400
442
$9K ﹤0.01%
147
+72
443
$9K ﹤0.01%
130
444
$8K ﹤0.01%
300
445
$8K ﹤0.01%
900
446
$8K ﹤0.01%
210
447
$8K ﹤0.01%
500
448
$8K ﹤0.01%
75
449
$8K ﹤0.01%
1,000
450
$7K ﹤0.01%
200
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