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
551
$9K ﹤0.01%
+820
552
$9K ﹤0.01%
+1,800
553
$9K ﹤0.01%
+35
554
$9K ﹤0.01%
180
555
$9K ﹤0.01%
+1,200
556
$9K ﹤0.01%
500
557
$8K ﹤0.01%
250
558
$8K ﹤0.01%
+272
559
$8K ﹤0.01%
918
560
$8K ﹤0.01%
+1,028
561
$8K ﹤0.01%
800
562
$8K ﹤0.01%
+54
563
$8K ﹤0.01%
500
564
$8K ﹤0.01%
50
-30
565
$8K ﹤0.01%
+300
566
$8K ﹤0.01%
425
567
$8K ﹤0.01%
400
568
$8K ﹤0.01%
130
569
$8K ﹤0.01%
+5,000
570
$7K ﹤0.01%
200
571
$7K ﹤0.01%
44
+22
572
$7K ﹤0.01%
+364
573
$7K ﹤0.01%
500
574
$7K ﹤0.01%
+275
575
$7K ﹤0.01%
+45
21 22
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