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
$229M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
559
New
Increased
Reduced
Closed

Top Buys

1
+$21.1M
2
+$19.6M
3
+$14.6M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$13.3M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$9.6M

Top Sells

No sells this quarter

Sector Composition

1 Financials 6.32%
2 Technology 6.15%
3 Healthcare 4.97%
4 Industrials 2.85%
5 Consumer Staples 2.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$823K 0.36%
+4,250
52
$811K 0.35%
+25,448
53
$782K 0.34%
+32,226
54
$776K 0.34%
+5,845
55
$772K 0.34%
+8,371
56
$765K 0.33%
+9,866
57
$727K 0.32%
+15,640
58
$718K 0.31%
+4,881
59
$708K 0.31%
+10,365
60
$694K 0.3%
+7,966
61
$683K 0.3%
+5,276
62
$683K 0.3%
+10,900
63
$676K 0.3%
+8,183
64
$670K 0.29%
+6,675
65
$666K 0.29%
+3,932
66
$648K 0.28%
+12,391
67
$633K 0.28%
+2,915
68
$625K 0.27%
+14,212
69
$584K 0.25%
+4,585
70
$569K 0.25%
+20,715
71
$557K 0.24%
+31,875
72
$556K 0.24%
+12,920
73
$551K 0.24%
+6,004
74
$542K 0.24%
+1,998
75
$534K 0.23%
+11,040
1 2
3
4 5