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
76
$1.16M 0.23%
11,329
+3,784
77
$1.16M 0.23%
3,410
+3,280
78
$1.16M 0.23%
8,544
+1,974
79
$1.15M 0.23%
33,772
+13,398
80
$1.14M 0.23%
7,320
+1,190
81
$1.1M 0.22%
12,418
+173
82
$1.08M 0.22%
18,290
+1,988
83
$1.06M 0.22%
19,532
+4,485
84
$1.06M 0.21%
5,583
-3,017
85
$1.04M 0.21%
7,689
+426
86
$973K 0.2%
3,901
+3,692
87
$973K 0.2%
21,272
+8,349
88
$958K 0.19%
19,100
-1,110
89
$908K 0.18%
15,686
+3,397
90
$888K 0.18%
51,126
+11,875
91
$862K 0.17%
7,839
+861
92
$861K 0.17%
8,121
+1,456
93
$838K 0.17%
17,024
+5,571
94
$828K 0.17%
+9,000
95
$826K 0.17%
13,916
+6,692
96
$815K 0.16%
5,061
+2,456
97
$810K 0.16%
18,037
+892
98
$801K 0.16%
8,925
+3,758
99
$798K 0.16%
16,514
+9,354
100
$770K 0.16%
24,173
-3,793
2 3
4
5 6