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
476
$3K ﹤0.01%
+75
477
$3K ﹤0.01%
+90
478
$3K ﹤0.01%
+105
479
$3K ﹤0.01%
+200
480
$3K ﹤0.01%
+160
481
$3K ﹤0.01%
+52
482
$3K ﹤0.01%
+26
483
$3K ﹤0.01%
+235
484
$2K ﹤0.01%
+47
485
– –
0
486
– –
0
487
$2K ﹤0.01%
+200
488
– –
0
489
$2K ﹤0.01%
+200
490
– –
0
491
– –
0
492
$2K ﹤0.01%
+30
493
– –
0
494
$2K ﹤0.01%
+40
495
$2K ﹤0.01%
+41
496
– –
0
497
$2K ﹤0.01%
+40
498
$2K ﹤0.01%
+60
499
$2K ﹤0.01%
+39
500
$2K ﹤0.01%
+53
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