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
76
$527K 0.23%
+12,761
77
$518K 0.23%
+5,752
78
$513K 0.22%
+15,575
79
$512K 0.22%
+6,894
80
$483K 0.21%
+13,830
81
$479K 0.21%
+4,525
82
$466K 0.2%
+5,955
83
$464K 0.2%
+10,380
84
$454K 0.2%
+3,671
85
$440K 0.19%
+20,422
86
$437K 0.19%
+23,925
87
$436K 0.19%
+1,796
88
$431K 0.19%
+2,856
89
$428K 0.19%
+4,076
90
$423K 0.18%
+14,830
91
$419K 0.18%
+6,204
92
$404K 0.18%
+5,462
93
$399K 0.17%
+60,600
94
$384K 0.17%
+3,158
95
$384K 0.17%
+4,924
96
$376K 0.16%
+5,901
97
$374K 0.16%
+2,439
98
$368K 0.16%
+6,834
99
$354K 0.15%
+4,140
100
$342K 0.15%
+2,745
2 3
4
5 6