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
551
$6K ﹤0.01%
200
-5
552
$6K ﹤0.01%
38
553
$6K ﹤0.01%
136
554
$5K ﹤0.01%
+100
555
$5K ﹤0.01%
21
556
$5K ﹤0.01%
280
+100
557
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100
-150
558
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+160
559
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250
560
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50
561
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+50
562
$5K ﹤0.01%
37
563
$5K ﹤0.01%
20
564
$5K ﹤0.01%
70
565
$5K ﹤0.01%
150
-850
566
$5K ﹤0.01%
506
567
$5K ﹤0.01%
89
568
$5K ﹤0.01%
110
-177
569
$5K ﹤0.01%
139
570
$5K ﹤0.01%
100
571
$5K ﹤0.01%
150
572
$4K ﹤0.01%
133
-506
573
$4K ﹤0.01%
400
574
$4K ﹤0.01%
144
575
$4K ﹤0.01%
14
-120
21 22
23
24 25