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
$569M
AUM Growth
+$74.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
807
New
Increased
Reduced
Closed

Top Buys

1
+$3.3M
2
+$3.3M
3
+$3.23M
4
C icon
Citigroup
C
+$3.06M
5
BND icon
Vanguard Total Bond Market
BND
+$2.56M

Top Sells

1
+$17.4M
2
+$15.4M
3
+$7.83M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$6.26M
5
IDV icon
iShares International Select Dividend ETF
IDV
+$4.09M

Sector Composition

1 Technology 6.2%
2 Financials 5.19%
3 Healthcare 4.76%
4 Communication Services 3.47%
5 Industrials 3.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$13K ﹤0.01%
13
-9
477
$12K ﹤0.01%
495
478
$12K ﹤0.01%
75
479
$12K ﹤0.01%
550
480
$12K ﹤0.01%
200
-47
481
$12K ﹤0.01%
500
482
$12K ﹤0.01%
249
-5,990
483
$12K ﹤0.01%
1,200
484
$12K ﹤0.01%
220
485
$12K ﹤0.01%
300
-300
486
$12K ﹤0.01%
110
-110
487
$12K ﹤0.01%
80
-135
488
$11K ﹤0.01%
219
489
$11K ﹤0.01%
1,058
+30
490
$11K ﹤0.01%
700
491
$11K ﹤0.01%
500
492
$11K ﹤0.01%
1,600
-18,800
493
$10K ﹤0.01%
125
494
$10K ﹤0.01%
39
495
$10K ﹤0.01%
1,800
496
$10K ﹤0.01%
+400
497
$10K ﹤0.01%
417
-80
498
$10K ﹤0.01%
210
499
$10K ﹤0.01%
200
500
$10K ﹤0.01%
800
18 19
20
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