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%
+50
652
$3K ﹤0.01%
100
653
$3K ﹤0.01%
200
654
$3K ﹤0.01%
+21
655
$3K ﹤0.01%
50
-29
656
$3K ﹤0.01%
+315
657
$3K ﹤0.01%
+14
658
$3K ﹤0.01%
57
+51
659
$3K ﹤0.01%
+135
660
$3K ﹤0.01%
158
661
$3K ﹤0.01%
800
+50
662
$3K ﹤0.01%
+10
663
$2K ﹤0.01%
86
664
$2K ﹤0.01%
+23
665
$2K ﹤0.01%
+45
666
$2K ﹤0.01%
+19
667
$2K ﹤0.01%
+400
668
$2K ﹤0.01%
+74
669
$2K ﹤0.01%
+50
670
$2K ﹤0.01%
+24
671
$2K ﹤0.01%
+26
672
$2K ﹤0.01%
90
673
$2K ﹤0.01%
+6
674
$2K ﹤0.01%
+27
675
$2K ﹤0.01%
+33
25 26
27
28 29