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
626
$4K ﹤0.01%
49
627
$4K ﹤0.01%
+45
628
$4K ﹤0.01%
281
629
$4K ﹤0.01%
+30
630
$4K ﹤0.01%
46
631
$4K ﹤0.01%
+20
632
$4K ﹤0.01%
+50
633
$4K ﹤0.01%
139
-27
634
$4K ﹤0.01%
+231
635
$4K ﹤0.01%
+1,250
636
$3K ﹤0.01%
+21
637
$3K ﹤0.01%
50
-29
638
$3K ﹤0.01%
+315
639
$3K ﹤0.01%
+14
640
$3K ﹤0.01%
57
+51
641
$3K ﹤0.01%
+135
642
$3K ﹤0.01%
158
643
$3K ﹤0.01%
800
+50
644
$3K ﹤0.01%
+21
645
$3K ﹤0.01%
100
646
$3K ﹤0.01%
+180
647
$3K ﹤0.01%
126
-16
648
$3K ﹤0.01%
111
649
$3K ﹤0.01%
144
650
$3K ﹤0.01%
+125
24 25
26
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