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