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
+$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
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%
+71
457
$3K ﹤0.01%
+101
458
$3K ﹤0.01%
+142
459
$3K ﹤0.01%
+53
460
$3K ﹤0.01%
+212
461
$3K ﹤0.01%
+180
462
$3K ﹤0.01%
+369
463
$3K ﹤0.01%
+630
464
$3K ﹤0.01%
+1,000
465
$3K ﹤0.01%
+61
466
$3K ﹤0.01%
+40
467
$3K ﹤0.01%
+80
468
$3K ﹤0.01%
+70
469
$3K ﹤0.01%
+585
470
$3K ﹤0.01%
+165
471
– –
0
472
$3K ﹤0.01%
+200
473
$3K ﹤0.01%
+100
474
$3K ﹤0.01%
+18
475
$3K ﹤0.01%
+17
17 18
19
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