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
426
$24K ﹤0.01%
+336
427
$24K ﹤0.01%
+250
428
$23K ﹤0.01%
+27
429
$23K ﹤0.01%
+615
430
$23K ﹤0.01%
+745
431
$23K ﹤0.01%
+700
432
$23K ﹤0.01%
236
+217
433
$22K ﹤0.01%
304
-100
434
$22K ﹤0.01%
2,910
-1,200
435
$22K ﹤0.01%
1,933
436
$22K ﹤0.01%
340
+287
437
$22K ﹤0.01%
404
438
$22K ﹤0.01%
1,042
+742
439
$21K ﹤0.01%
120
440
$21K ﹤0.01%
893
441
$21K ﹤0.01%
859
442
$21K ﹤0.01%
849
+330
443
$21K ﹤0.01%
627
+420
444
$21K ﹤0.01%
+440
445
$21K ﹤0.01%
+1,090
446
$21K ﹤0.01%
+840
447
$21K ﹤0.01%
+340
448
$20K ﹤0.01%
968
449
$20K ﹤0.01%
+1,290
450
$20K ﹤0.01%
+118
16 17
18
19 20