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%
+22
552
$4K ﹤0.01%
+100
553
$4K ﹤0.01%
50
554
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47
+11
555
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+34
556
$4K ﹤0.01%
200
557
$4K ﹤0.01%
+230
558
$4K ﹤0.01%
30
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560
$4K ﹤0.01%
+46
561
$4K ﹤0.01%
40
562
$4K ﹤0.01%
90
563
$4K ﹤0.01%
39
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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%
300
570
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100
-200
571
$3K ﹤0.01%
598
572
$3K ﹤0.01%
31
573
$3K ﹤0.01%
50
574
$3K ﹤0.01%
66
575
$3K ﹤0.01%
+50
21 22
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