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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
676
$1K ﹤0.01%
100
677
$1K ﹤0.01%
30
678
$1K ﹤0.01%
400
-400
679
$1K ﹤0.01%
100
680
$1K ﹤0.01%
104
-40
681
$1K ﹤0.01%
2
682
$1K ﹤0.01%
38
683
$1K ﹤0.01%
39
684
$0 ﹤0.01%
11
-585
685
– –
-2,986
686
– –
-440
687
– –
-200
688
– –
0
689
– –
-462
690
– –
-2,381
691
– –
-50
692
– –
-1
693
– –
-19
694
– –
-100
695
– –
-5
696
– –
-2,910
697
– –
-15
698
$0 ﹤0.01%
87
699
– –
-1,200
700
– –
-820
26 27
28
29 30