BWA
BDO Wealth Advisors Portfolio holdings
AUM
$872M
1-Year Return
15.17%
This Quarter Return
+6.04%
1 Year Return
+15.17%
3 Year Return
+38.32%
5 Year Return
+50.84%
10 Year Return
–
AUM
$387M
AUM Growth
-$2.39M
(-0.61%)
Cap. Flow
-$22.8M
Cap. Flow
% of AUM
-5.88%
Top 10 Holdings %
Top 10 Hldgs %
41.26%
Holding
670
New
35
Increased
97
Reduced
175
Closed
73
Top Buys
| 1 |
iShares Core S&P 500 ETF
IVV
|
$3.54M |
| 2 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$2.14M |
| 3 |
Vanguard Mid-Cap Value ETF
VOE
|
$1.55M |
| 4 |
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
|
$1.34M |
| 5 |
SPDR Bloomberg High Yield Bond ETF
JNK
|
$1.34M |
Top Sells
Sector Composition
| 1 | Technology | 6.82% |
| 2 | Financials | 4.85% |
| 3 | Healthcare | 4.24% |
| 4 | Industrials | 2.64% |
| 5 | Consumer Discretionary | 2.32% |
