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
526
$4K ﹤0.01%
+30
527
$4K ﹤0.01%
53
528
$4K ﹤0.01%
+281
529
$4K ﹤0.01%
200
530
$4K ﹤0.01%
32
531
$4K ﹤0.01%
50
532
$4K ﹤0.01%
200
533
$4K ﹤0.01%
230
534
$4K ﹤0.01%
46
535
$4K ﹤0.01%
40
536
$4K ﹤0.01%
38
+1
537
$4K ﹤0.01%
58
538
$4K ﹤0.01%
300
539
$3K ﹤0.01%
60
540
$3K ﹤0.01%
35
541
$3K ﹤0.01%
490
-108
542
$3K ﹤0.01%
18
-70
543
$3K ﹤0.01%
66
544
$3K ﹤0.01%
31
545
$3K ﹤0.01%
105
546
$3K ﹤0.01%
19
547
$3K ﹤0.01%
50
548
$2K ﹤0.01%
50
549
$2K ﹤0.01%
86
-67
550
$2K ﹤0.01%
+15
20 21
22
23 24