BWA
BDO Wealth Advisors Portfolio holdings
AUM
$872M
1-Year Return
15.17%
This Quarter Return
+4.29%
1 Year Return
+15.17%
3 Year Return
+38.32%
5 Year Return
+50.84%
10 Year Return
–
AUM
$223M
AUM Growth
+$21M
(+10%)
Cap. Flow
+$12.9M
Cap. Flow
% of AUM
5.8%
Top 10 Holdings %
Top 10 Hldgs %
54.62%
Holding
527
New
83
Increased
147
Reduced
84
Closed
19
Top Buys
Top Sells
| 1 |
SPDR S&P MidCap 400 ETF Trust
MDY
|
$1.15M |
| 2 |
Vanguard Total Bond Market
BND
|
$806K |
| 3 |
Alaska Air
ALK
|
$643K |
| 4 |
iShares Core S&P Mid-Cap ETF
IJH
|
$538K |
| 5 |
Deere & Co
DE
|
$397K |
Sector Composition
| 1 | Technology | 6.96% |
| 2 | Financials | 6.56% |
| 3 | Healthcare | 4.65% |
| 4 | Consumer Discretionary | 3.1% |
| 5 | Consumer Staples | 2.7% |
