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
601
$3K ﹤0.01%
50
602
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603
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50
604
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125
605
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70
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50
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40
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608
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610
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2
-20
611
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+178
612
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+300
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$2K ﹤0.01%
12
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614
$2K ﹤0.01%
+100
615
$2K ﹤0.01%
122
-1,684
616
$2K ﹤0.01%
+254
617
$2K ﹤0.01%
12
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618
$2K ﹤0.01%
24
619
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26
620
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35
621
$2K ﹤0.01%
86
622
$2K ﹤0.01%
6
623
$2K ﹤0.01%
38
624
$2K ﹤0.01%
27
625
$2K ﹤0.01%
175
23 24
25
26 27