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
176
$96K 0.04%
+815
177
$93K 0.04%
+1,390
178
$92K 0.04%
+1,085
179
$91K 0.04%
+3,920
180
$90K 0.04%
+2,610
181
$88K 0.04%
+1,590
182
$86K 0.04%
+562
183
$85K 0.04%
+705
184
$82K 0.04%
+865
185
$82K 0.04%
+6,348
186
$81K 0.04%
+985
187
$80K 0.03%
+1,213
188
$80K 0.03%
+1,549
189
$79K 0.03%
+400
190
$78K 0.03%
+548
191
$77K 0.03%
+1,000
192
$77K 0.03%
+528
193
$76K 0.03%
+638
194
$76K 0.03%
+657
195
$76K 0.03%
+10,000
196
$75K 0.03%
+590
197
$75K 0.03%
+1,820
198
$74K 0.03%
+2,997
199
$74K 0.03%
+932
200
$73K 0.03%
+1,460
6 7
8
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