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
$495M
AUM Growth
+$107M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
860
New
Increased
Reduced
Closed

Top Buys

1
+$22.9M
2
+$17.8M
3
+$15.7M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$13.6M
5
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$13.1M

Top Sells

1
+$2.77M
2
+$1.99M
3
+$1.57M
4
QLTA icon
iShares AAA-A Rated Corporate Bond ETF
QLTA
+$1.44M
5
SHM icon
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
+$1.36M

Sector Composition

1 Technology 6.04%
2 Financials 4.61%
3 Healthcare 4.34%
4 Communication Services 3.37%
5 Industrials 3.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$16K ﹤0.01%
2,500
477
$16K ﹤0.01%
463
478
$16K ﹤0.01%
838
479
$16K ﹤0.01%
+200
480
$16K ﹤0.01%
+442
481
$16K ﹤0.01%
+146
482
$16K ﹤0.01%
+60
483
$16K ﹤0.01%
1,128
484
$16K ﹤0.01%
+990
485
$16K ﹤0.01%
260
486
$16K ﹤0.01%
+400
487
$16K ﹤0.01%
+34
488
$15K ﹤0.01%
+720
489
$15K ﹤0.01%
216
+86
490
$15K ﹤0.01%
263
491
$15K ﹤0.01%
166
+72
492
$15K ﹤0.01%
+639
493
$15K ﹤0.01%
561
+351
494
$15K ﹤0.01%
+260
495
$15K ﹤0.01%
140
-125
496
$15K ﹤0.01%
106
+1
497
$15K ﹤0.01%
+590
498
$15K ﹤0.01%
+362
499
$15K ﹤0.01%
+1,000
500
$15K ﹤0.01%
+2,000
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