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
526
– –
0
527
$2K ﹤0.01%
+109
528
$2K ﹤0.01%
+150
529
– –
0
530
– –
0
531
$2K ﹤0.01%
+50
532
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0
533
– –
0
534
$1K ﹤0.01%
+50
535
$1K ﹤0.01%
+15
536
$1K ﹤0.01%
+33
537
$1K ﹤0.01%
+29
538
$1K ﹤0.01%
+18
539
$1K ﹤0.01%
+39
540
$1K ﹤0.01%
+100
541
$1K ﹤0.01%
+19
542
$1K ﹤0.01%
+42
543
– –
0
544
$1K ﹤0.01%
+22
545
$1K ﹤0.01%
+22
546
$1K ﹤0.01%
+14
547
$1K ﹤0.01%
+18
548
$1K ﹤0.01%
+91
549
$1K ﹤0.01%
+115
550
$1K ﹤0.01%
+788
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