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
$390M
AUM Growth
+$23.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
675
New
Increased
Reduced
Closed

Top Buys

1 +$7.84M
2 +$4.17M
3 +$3.49M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$2.8M
5
VB icon
Vanguard Small-Cap ETF
VB
+$2.58M

Sector Composition

1 Technology 6.46%
2 Financials 4.89%
3 Healthcare 4.13%
4 Industrials 2.91%
5 Consumer Discretionary 2.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
451
$11K ﹤0.01%
700
452
$11K ﹤0.01%
390
453
$11K ﹤0.01%
102
454
$10K ﹤0.01%
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122
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$10K ﹤0.01%
296
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$9K ﹤0.01%
202
458
$9K ﹤0.01%
200
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$9K ﹤0.01%
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$9K ﹤0.01%
425
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$9K ﹤0.01%
350
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$9K ﹤0.01%
110
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$8K ﹤0.01%
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$8K ﹤0.01%
500
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$8K ﹤0.01%
500
468
$8K ﹤0.01%
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$8K ﹤0.01%
130
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$8K ﹤0.01%
400
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$8K ﹤0.01%
400
472
$7K ﹤0.01%
1,400
473
$7K ﹤0.01%
184
474
$7K ﹤0.01%
200
475
$7K ﹤0.01%
900