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
151
$123K 0.05%
+2,200
152
$122K 0.05%
+1,375
153
$121K 0.05%
+2,282
154
$121K 0.05%
+7,600
155
$121K 0.05%
+655
156
$120K 0.05%
+750
157
$118K 0.05%
+8,350
158
$116K 0.05%
+4,843
159
$115K 0.05%
+1,584
160
$115K 0.05%
+1,227
161
$113K 0.05%
+991
162
$113K 0.05%
+2,775
163
$112K 0.05%
+2,340
164
$110K 0.05%
+1,000
165
$109K 0.05%
+2,140
166
$109K 0.05%
+938
167
$109K 0.05%
+620
168
$107K 0.05%
+2,000
169
$104K 0.05%
+973
170
$103K 0.05%
+2,819
171
$103K 0.05%
+1,155
172
$102K 0.04%
+1,640
173
$102K 0.04%
+721
174
$100K 0.04%
+1,800
175
$99K 0.04%
+2,975
5 6
7
8 9