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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
$387M
AUM Growth
-$2.39M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
670
New
Increased
Reduced
Closed

Top Buys

1
+$5.5M
2
+$3.39M
3
+$2.03M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$1.88M
5
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$1.5M

Top Sells

1
+$3.94M
2
+$2.26M
3
+$2.24M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.68M
5
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$1.55M

Sector Composition

1 Technology 6.82%
2 Financials 4.85%
3 Healthcare 4.24%
4 Industrials 2.64%
5 Consumer Discretionary 2.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$5K ﹤0.01%
100
-300
477
$5K ﹤0.01%
50
478
$5K ﹤0.01%
122
479
$5K ﹤0.01%
55
480
$5K ﹤0.01%
180
481
$5K ﹤0.01%
144
482
$5K ﹤0.01%
40
483
$5K ﹤0.01%
136
484
$5K ﹤0.01%
+110
485
$5K ﹤0.01%
50
486
$5K ﹤0.01%
200
487
$5K ﹤0.01%
47
-272
488
$5K ﹤0.01%
120
489
$5K ﹤0.01%
200
490
$5K ﹤0.01%
40
491
$5K ﹤0.01%
39
492
$5K ﹤0.01%
90
493
$5K ﹤0.01%
158
494
$5K ﹤0.01%
100
495
$5K ﹤0.01%
+50
496
$5K ﹤0.01%
14
497
$5K ﹤0.01%
95
498
$5K ﹤0.01%
22
499
$5K ﹤0.01%
53
500
$5K ﹤0.01%
200
+100
18 19
20
21 22