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
$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
501
$2K ﹤0.01%
+109
502
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+150
503
– –
0
504
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505
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506
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+25
507
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0
508
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+29
509
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+152
510
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+30
511
– –
0
512
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+86
513
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+44
514
$2K ﹤0.01%
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515
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516
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+90
517
– –
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518
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+25
519
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520
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0
521
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+140
522
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0
523
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+200
524
$2K ﹤0.01%
+55
525
$2K ﹤0.01%
+40
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