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
451
$20K ﹤0.01%
968
452
$20K ﹤0.01%
+1,290
453
$19K ﹤0.01%
+1,806
454
$19K ﹤0.01%
+1,200
455
$19K ﹤0.01%
+160
456
$19K ﹤0.01%
207
+1
457
$19K ﹤0.01%
+20
458
$19K ﹤0.01%
+1,299
459
$19K ﹤0.01%
+1,182
460
$19K ﹤0.01%
532
+99
461
$19K ﹤0.01%
+1,244
462
$18K ﹤0.01%
+200
463
$18K ﹤0.01%
402
+200
464
$18K ﹤0.01%
+513
465
$18K ﹤0.01%
+3,000
466
$18K ﹤0.01%
1,000
467
$18K ﹤0.01%
+280
468
$18K ﹤0.01%
245
469
$17K ﹤0.01%
+260
470
$17K ﹤0.01%
+100
471
$17K ﹤0.01%
+830
472
$17K ﹤0.01%
+170
473
$17K ﹤0.01%
455
+300
474
$17K ﹤0.01%
462
+6
475
$17K ﹤0.01%
1,495
17 18
19
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