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
451
$4K ﹤0.01%
+17
452
$4K ﹤0.01%
+600
453
$4K ﹤0.01%
+200
454
$4K ﹤0.01%
+56
455
$4K ﹤0.01%
+150
456
$3K ﹤0.01%
+630
457
$3K ﹤0.01%
+235
458
$3K ﹤0.01%
+1,000
459
$3K ﹤0.01%
+61
460
$3K ﹤0.01%
+80
461
$3K ﹤0.01%
+70
462
$3K ﹤0.01%
+585
463
$3K ﹤0.01%
+165
464
– –
0
465
$3K ﹤0.01%
+200
466
$3K ﹤0.01%
+100
467
$3K ﹤0.01%
+18
468
$3K ﹤0.01%
+17
469
$3K ﹤0.01%
+75
470
$3K ﹤0.01%
+90
471
$3K ﹤0.01%
+105
472
$3K ﹤0.01%
+40
473
$3K ﹤0.01%
+200
474
$3K ﹤0.01%
+160
475
$3K ﹤0.01%
+52
17 18
19
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