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
526
$12K ﹤0.01%
485
-2,376
527
$12K ﹤0.01%
600
+400
528
$12K ﹤0.01%
287
-1,572
529
$11K ﹤0.01%
+290
530
$11K ﹤0.01%
211
-39
531
$11K ﹤0.01%
+450
532
$11K ﹤0.01%
75
+42
533
$11K ﹤0.01%
+22
534
$11K ﹤0.01%
+133
535
$11K ﹤0.01%
333
+2
536
$11K ﹤0.01%
+220
537
$11K ﹤0.01%
+4,700
538
$11K ﹤0.01%
+590
539
$10K ﹤0.01%
+497
540
$10K ﹤0.01%
219
-84
541
$10K ﹤0.01%
+443
542
$10K ﹤0.01%
700
543
$10K ﹤0.01%
114
544
$10K ﹤0.01%
+182
545
$10K ﹤0.01%
280
546
$10K ﹤0.01%
+396
547
$10K ﹤0.01%
+450
548
$9K ﹤0.01%
500
549
$9K ﹤0.01%
322
+1
550
$9K ﹤0.01%
+337
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