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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
$387M
AUM Growth
-$2.39M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
670
New
Increased
Reduced
Closed

Top Buys

1
+$5.5M
2
+$3.39M
3
+$2.03M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$1.88M
5
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$1.5M

Top Sells

1
+$3.94M
2
+$2.26M
3
+$2.24M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.68M
5
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$1.55M

Sector Composition

1 Technology 6.82%
2 Financials 4.85%
3 Healthcare 4.24%
4 Industrials 2.64%
5 Consumer Discretionary 2.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$0 ﹤0.01%
2
602
– –
-1,286
603
$0 ﹤0.01%
1
604
– –
-35,000
605
– –
-1,154
606
– –
-300
607
– –
-127
608
– –
-750
609
– –
-47
610
$0 ﹤0.01%
+15
611
– –
-250
612
$0 ﹤0.01%
1
613
– –
-41
614
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-34
615
– –
-165
616
– –
-500
617
– –
-50
618
$0 ﹤0.01%
3
619
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-100
620
– –
-5
621
– –
-20
622
– –
-400
623
– –
-350
624
$0 ﹤0.01%
3
625
$0 ﹤0.01%
27
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25
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