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
501
$10K ﹤0.01%
425
502
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503
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504
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505
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50
506
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507
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508
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509
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510
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400
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511
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925
-500
512
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514
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505
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515
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114
516
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166
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517
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1,200
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519
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520
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300
521
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522
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250
523
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400
524
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500
525
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190
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19 20
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