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
651
$3K ﹤0.01%
95
652
$3K ﹤0.01%
+157
653
$3K ﹤0.01%
+12
654
$3K ﹤0.01%
+18
655
$3K ﹤0.01%
+20
656
$3K ﹤0.01%
+50
657
$3K ﹤0.01%
60
658
$3K ﹤0.01%
+50
659
$3K ﹤0.01%
100
660
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200
661
$3K ﹤0.01%
+100
662
$3K ﹤0.01%
+10
663
$2K ﹤0.01%
+150
664
$2K ﹤0.01%
+23
665
$2K ﹤0.01%
+45
666
$2K ﹤0.01%
+33
667
$2K ﹤0.01%
+25
668
$2K ﹤0.01%
+23
669
$2K ﹤0.01%
+200
670
$2K ﹤0.01%
500
671
$2K ﹤0.01%
150
-275
672
$2K ﹤0.01%
+50
673
$2K ﹤0.01%
+125
674
$2K ﹤0.01%
70
675
$2K ﹤0.01%
+50
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