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
526
$8K ﹤0.01%
54
527
$8K ﹤0.01%
75
528
$7K ﹤0.01%
116
-95
529
$7K ﹤0.01%
153
530
$7K ﹤0.01%
660
+7
531
$7K ﹤0.01%
900
532
$7K ﹤0.01%
918
533
$7K ﹤0.01%
122
534
$7K ﹤0.01%
300
-100
535
$7K ﹤0.01%
50
536
$7K ﹤0.01%
+359
537
$7K ﹤0.01%
1,250
538
$7K ﹤0.01%
640
539
$7K ﹤0.01%
1,000
540
$6K ﹤0.01%
5
-22
541
$6K ﹤0.01%
4
542
$6K ﹤0.01%
31
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543
$6K ﹤0.01%
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544
$6K ﹤0.01%
+100
545
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38
546
$6K ﹤0.01%
+200
547
$6K ﹤0.01%
53
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548
$6K ﹤0.01%
124
549
$6K ﹤0.01%
90
550
$6K ﹤0.01%
20
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