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%
+71
477
$3K ﹤0.01%
+101
478
$3K ﹤0.01%
+142
479
$3K ﹤0.01%
+53
480
$3K ﹤0.01%
+212
481
$3K ﹤0.01%
+180
482
$3K ﹤0.01%
+369
483
$3K ﹤0.01%
+26
484
– –
0
485
– –
0
486
$2K ﹤0.01%
+200
487
– –
0
488
$2K ﹤0.01%
+200
489
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0
490
$2K ﹤0.01%
+25
491
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0
492
$2K ﹤0.01%
+29
493
$2K ﹤0.01%
+40
494
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0
495
$2K ﹤0.01%
+50
496
– –
0
497
– –
0
498
$2K ﹤0.01%
+152
499
– –
0
500
$2K ﹤0.01%
+30
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