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
476
$3K ﹤0.01%
+212
477
$3K ﹤0.01%
+180
478
$3K ﹤0.01%
+369
479
$3K ﹤0.01%
+26
480
$3K ﹤0.01%
+630
481
$3K ﹤0.01%
+235
482
$3K ﹤0.01%
+1,000
483
$3K ﹤0.01%
+61
484
– –
0
485
$2K ﹤0.01%
+55
486
– –
0
487
$2K ﹤0.01%
+200
488
– –
0
489
$2K ﹤0.01%
+200
490
– –
0
491
$2K ﹤0.01%
+25
492
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0
493
$2K ﹤0.01%
+29
494
$2K ﹤0.01%
+40
495
$2K ﹤0.01%
+152
496
– –
0
497
$2K ﹤0.01%
+30
498
– –
0
499
$2K ﹤0.01%
+86
500
$2K ﹤0.01%
+44
18 19
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