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
$614M
AUM Growth
+$45.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
993
New
Increased
Reduced
Closed

Sector Composition

1 Technology 6.33%
2 Healthcare 4.64%
3 Financials 4.58%
4 Consumer Discretionary 3.53%
5 Communication Services 3.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
976
$0 ﹤0.01%
27
977
-400
978
-100
979
-100
980
-5
981
$0 ﹤0.01%
104
982
$0 ﹤0.01%
+33
983
-300
984
-100
985
$0 ﹤0.01%
+19
986
$0 ﹤0.01%
+1
987
$0 ﹤0.01%
100
988
-640
989
-4,700
990
$0 ﹤0.01%
+24
991
-100
992
-13
993
-30