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
501
$15K ﹤0.01%
+310
502
$14K ﹤0.01%
400
503
$14K ﹤0.01%
585
+300
504
$14K ﹤0.01%
439
+289
505
$14K ﹤0.01%
+600
506
$14K ﹤0.01%
3,000
+1,000
507
$14K ﹤0.01%
+200
508
$14K ﹤0.01%
1,425
509
$14K ﹤0.01%
281
510
$14K ﹤0.01%
200
511
$14K ﹤0.01%
316
-125
512
$13K ﹤0.01%
1,106
513
$13K ﹤0.01%
+822
514
$13K ﹤0.01%
+1,000
515
$13K ﹤0.01%
+220
516
$13K ﹤0.01%
125
517
$12K ﹤0.01%
39
-51
518
$12K ﹤0.01%
250
519
$12K ﹤0.01%
+247
520
$12K ﹤0.01%
1,000
521
$12K ﹤0.01%
420
522
$12K ﹤0.01%
+525
523
$12K ﹤0.01%
140
524
$12K ﹤0.01%
300
525
$12K ﹤0.01%
1,800
19 20
21
22 23