BWA
BDO Wealth Advisors Portfolio holdings
AUM
$872M
1-Year Return
15.17%
This Quarter Return
-18.7%
1 Year Return
+15.17%
3 Year Return
+38.32%
5 Year Return
+50.84%
10 Year Return
–
AUM
$495M
AUM Growth
+$107M
(+28%)
Cap. Flow
+$173M
Cap. Flow
% of AUM
34.99%
Top 10 Holdings %
Top 10 Hldgs %
40.75%
Holding
860
New
262
Increased
245
Reduced
83
Closed
94
Top Buys
| 1 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
+$22.9M |
| 2 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
+$17.8M |
| 3 |
iShares Core MSCI EAFE ETF
IEFA
|
+$15.7M |
| 4 |
iShares Russell 1000 Growth ETF
IWF
|
+$13.6M |
| 5 |
iShares Core MSCI Total International Stock ETF
IXUS
|
+$13.1M |
Top Sells
Sector Composition
| 1 | Technology | 6.04% |
| 2 | Financials | 4.61% |
| 3 | Healthcare | 4.34% |
| 4 | Communication Services | 3.37% |
| 5 | Industrials | 3.33% |
