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
676
$2K ﹤0.01%
+25
677
$2K ﹤0.01%
+23
678
$2K ﹤0.01%
+200
679
$2K ﹤0.01%
500
680
$2K ﹤0.01%
150
-275
681
$2K ﹤0.01%
+50
682
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+125
683
$2K ﹤0.01%
70
684
$2K ﹤0.01%
+50
685
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17
686
$2K ﹤0.01%
+100
687
$2K ﹤0.01%
50
688
$2K ﹤0.01%
89
689
$2K ﹤0.01%
+15
690
$2K ﹤0.01%
+150
691
$2K ﹤0.01%
300
692
$1K ﹤0.01%
100
693
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33
694
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+9
695
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696
$1K ﹤0.01%
+30
697
$1K ﹤0.01%
15
698
$1K ﹤0.01%
334
699
$1K ﹤0.01%
+39
700
$1K ﹤0.01%
+40
26 27
28
29 30