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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
$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
501
$2K ﹤0.01%
+200
502
$2K ﹤0.01%
+55
503
$2K ﹤0.01%
+70
504
$2K ﹤0.01%
+101
505
$2K ﹤0.01%
+39
506
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+53
507
$2K ﹤0.01%
+38
508
$2K ﹤0.01%
+68
509
$2K ﹤0.01%
+13
510
– –
0
511
$2K ﹤0.01%
+109
512
$2K ﹤0.01%
+150
513
– –
0
514
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+30
515
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0
516
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517
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518
$2K ﹤0.01%
+73
519
$2K ﹤0.01%
+47
520
– –
0
521
– –
0
522
$2K ﹤0.01%
+33
523
$2K ﹤0.01%
+90
524
– –
0
525
$2K ﹤0.01%
+25
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