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
501
$5K ﹤0.01%
158
502
$4K ﹤0.01%
118
-178
503
$4K ﹤0.01%
+100
504
$4K ﹤0.01%
2
505
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50
506
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60
507
$4K ﹤0.01%
100
508
$4K ﹤0.01%
111
509
$4K ﹤0.01%
90
510
$4K ﹤0.01%
+20
511
$4K ﹤0.01%
30
512
$4K ﹤0.01%
45
513
$4K ﹤0.01%
90
514
$4K ﹤0.01%
+100
515
$4K ﹤0.01%
12
516
$4K ﹤0.01%
32
517
$4K ﹤0.01%
86
518
$4K ﹤0.01%
32
519
$4K ﹤0.01%
23
520
$4K ﹤0.01%
+49
521
$4K ﹤0.01%
+37
522
$4K ﹤0.01%
+137
523
$4K ﹤0.01%
+120
524
$4K ﹤0.01%
51
525
$4K ﹤0.01%
+30
19 20
21
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