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
601
$5K ﹤0.01%
48
+1
602
$5K ﹤0.01%
124
603
$5K ﹤0.01%
116
+1
604
$5K ﹤0.01%
+506
605
$5K ﹤0.01%
89
-305
606
$5K ﹤0.01%
1,000
607
$5K ﹤0.01%
205
+200
608
$5K ﹤0.01%
38
609
$5K ﹤0.01%
4
+2
610
$5K ﹤0.01%
+653
611
$5K ﹤0.01%
+130
612
$5K ﹤0.01%
300
613
$5K ﹤0.01%
+100
614
$5K ﹤0.01%
165
-371
615
$4K ﹤0.01%
+596
616
$4K ﹤0.01%
49
617
$4K ﹤0.01%
+45
618
$4K ﹤0.01%
281
619
$4K ﹤0.01%
150
-210
620
$4K ﹤0.01%
+150
621
$4K ﹤0.01%
250
622
$4K ﹤0.01%
+130
623
$4K ﹤0.01%
+50
624
$4K ﹤0.01%
136
625
$4K ﹤0.01%
37
23 24
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