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
$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
26
$1.43M 0.62%
+42,257
27
$1.38M 0.6%
+10,914
28
$1.35M 0.59%
+16,729
29
$1.34M 0.59%
+53,334
30
$1.34M 0.59%
+372,000
31
$1.32M 0.58%
+12,683
32
$1.32M 0.58%
+11,101
33
$1.32M 0.58%
+57,806
34
$1.21M 0.53%
+11,132
35
$1.18M 0.51%
+25,203
36
$1.13M 0.5%
+12,828
37
$1.11M 0.49%
+4,815
38
$1.11M 0.49%
+32,520
39
$1.1M 0.48%
+6,689
40
$1.06M 0.46%
+15,087
41
$1.01M 0.44%
+11,165
42
$1.01M 0.44%
+14,276
43
$1.01M 0.44%
+7,761
44
$961K 0.42%
+6,830
45
$953K 0.42%
+14,123
46
$931K 0.41%
+19,019
47
$907K 0.4%
+12,117
48
$864K 0.38%
+10,696
49
$863K 0.38%
+7,106
50
$844K 0.37%
+10,978
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