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
126
$210K 0.09%
+6,444
127
$206K 0.09%
+5,872
128
$204K 0.09%
+3,342
129
$201K 0.09%
+1,584
130
$197K 0.09%
+5,084
131
$184K 0.08%
+2,836
132
$178K 0.08%
+1,513
133
$177K 0.08%
+2,103
134
$177K 0.08%
+5,060
135
$175K 0.08%
+2,097
136
$166K 0.07%
+170
137
$156K 0.07%
+5,002
138
$153K 0.07%
+1,435
139
$151K 0.07%
+2,734
140
$148K 0.06%
+2,937
141
$146K 0.06%
+1,422
142
$145K 0.06%
+841
143
$143K 0.06%
+7,857
144
$137K 0.06%
+972
145
$135K 0.06%
+3,250
146
$132K 0.06%
+934
147
$130K 0.06%
+885
148
$129K 0.06%
+3,301
149
$128K 0.06%
+3,202
150
$126K 0.06%
+1,069
4 5
6
7 8