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
101
$329K 0.14%
+6,729
102
$326K 0.14%
+1,647
103
$325K 0.14%
+5,096
104
$322K 0.14%
+2,436
105
$315K 0.14%
+6,188
106
$307K 0.13%
+12,000
107
$299K 0.13%
+2,172
108
$297K 0.13%
+5,535
109
$288K 0.13%
+2,740
110
$285K 0.12%
+2,668
111
$278K 0.12%
+3,980
112
$267K 0.12%
+5,325
113
$266K 0.12%
+3,588
114
$256K 0.11%
+3,900
115
$254K 0.11%
+2,222
116
$254K 0.11%
+4,650
117
$244K 0.11%
+3,750
118
$239K 0.1%
+3,815
119
$237K 0.1%
+2,647
120
$235K 0.1%
+2,633
121
$230K 0.1%
+6,975
122
$221K 0.1%
+2,005
123
$220K 0.1%
+2,634
124
$219K 0.1%
+8,779
125
$212K 0.09%
+1,900
3 4
5
6 7