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
576
$7K ﹤0.01%
+22
577
$7K ﹤0.01%
+640
578
$7K ﹤0.01%
210
579
$7K ﹤0.01%
125
-200
580
$7K ﹤0.01%
400
581
$7K ﹤0.01%
153
582
$7K ﹤0.01%
+550
583
$7K ﹤0.01%
+200
584
$7K ﹤0.01%
122
-25
585
$7K ﹤0.01%
400
586
$7K ﹤0.01%
1,000
587
$6K ﹤0.01%
+495
588
$6K ﹤0.01%
+270
589
$6K ﹤0.01%
75
590
$6K ﹤0.01%
100
591
$6K ﹤0.01%
900
592
$6K ﹤0.01%
125
593
$6K ﹤0.01%
268
-6,923
594
$6K ﹤0.01%
+395
595
$6K ﹤0.01%
+480
596
$5K ﹤0.01%
+1,009
597
$5K ﹤0.01%
178
-517
598
$5K ﹤0.01%
38
-10
599
$5K ﹤0.01%
100
+30
600
$5K ﹤0.01%
1,000
22 23
24
25 26