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
701
$1K ﹤0.01%
+11
702
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+2
703
$1K ﹤0.01%
+33
704
$1K ﹤0.01%
+100
705
$1K ﹤0.01%
+30
706
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+2
707
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+40
708
$1K ﹤0.01%
+100
709
$1K ﹤0.01%
3
-3,942
710
$1K ﹤0.01%
144
-22
711
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+82
712
$1K ﹤0.01%
+5
713
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+250
714
$1K ﹤0.01%
64
-22
715
$1K ﹤0.01%
+5
716
$1K ﹤0.01%
+2
717
$1K ﹤0.01%
+170
718
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400
+100
719
$1K ﹤0.01%
+20
720
$1K ﹤0.01%
+35
721
$1K ﹤0.01%
+38
722
$1K ﹤0.01%
+175
723
$1K ﹤0.01%
+50
724
$1K ﹤0.01%
+114
725
$1K ﹤0.01%
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