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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
$390M
AUM Growth
+$23.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
675
New
Increased
Reduced
Closed

Top Buys

1
+$24.4M
2
+$19.9M
3
+$7.83M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$4.12M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$2.79M

Top Sells

1
+$914K
2
+$858K
3
+$832K
4
BSCL
Invesco BulletShares 2021 Corporate Bond ETF
BSCL
+$758K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$532K

Sector Composition

1 Technology 6.46%
2 Financials 4.89%
3 Healthcare 4.13%
4 Industrials 2.91%
5 Consumer Discretionary 2.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$4K ﹤0.01%
+46
552
$4K ﹤0.01%
40
553
$4K ﹤0.01%
75
-70
554
$4K ﹤0.01%
22
555
$4K ﹤0.01%
40
556
$4K ﹤0.01%
40
557
$4K ﹤0.01%
100
558
$4K ﹤0.01%
55
-246
559
$4K ﹤0.01%
53
560
$4K ﹤0.01%
90
561
$4K ﹤0.01%
39
562
$4K ﹤0.01%
30
-30
563
$4K ﹤0.01%
105
564
$4K ﹤0.01%
37
-16
565
$4K ﹤0.01%
158
566
$4K ﹤0.01%
166
567
$4K ﹤0.01%
+27
568
$4K ﹤0.01%
+58
569
$3K ﹤0.01%
+50
570
$3K ﹤0.01%
86
571
$3K ﹤0.01%
115
572
$3K ﹤0.01%
60
573
$3K ﹤0.01%
23
574
$3K ﹤0.01%
60
-22
575
$3K ﹤0.01%
100
-200
21 22
23
24 25