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
$495M
AUM Growth
+$107M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
860
New
Increased
Reduced
Closed

Top Buys

1
+$22.9M
2
+$17.8M
3
+$15.7M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$13.6M
5
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$13.1M

Top Sells

1
+$2.77M
2
+$1.99M
3
+$1.57M
4
QLTA icon
iShares AAA-A Rated Corporate Bond ETF
QLTA
+$1.44M
5
SHM icon
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
+$1.36M

Sector Composition

1 Technology 6.04%
2 Financials 4.61%
3 Healthcare 4.34%
4 Communication Services 3.37%
5 Industrials 3.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$268K 0.05%
3,134
+2,784
177
$267K 0.05%
3,822
+114
178
$262K 0.05%
+8,000
179
$260K 0.05%
5,436
+50
180
$257K 0.05%
+100
181
$253K 0.05%
8,383
+4,483
182
$248K 0.05%
3,468
+404
183
$248K 0.05%
11,850
-2,100
184
$246K 0.05%
2,482
+1,995
185
$245K 0.05%
3,550
+130
186
$239K 0.05%
2,214
187
$238K 0.05%
+5,213
188
$238K 0.05%
1,887
+6
189
$236K 0.05%
2,803
+408
190
$234K 0.05%
1,153
+32
191
$234K 0.05%
3,295
-494
192
$228K 0.05%
6,075
+620
193
$228K 0.05%
+5,001
194
$226K 0.05%
2,362
+354
195
$225K 0.05%
6,252
+5,000
196
$217K 0.04%
4,816
197
$216K 0.04%
8,147
+842
198
$216K 0.04%
4,347
+752
199
$214K 0.04%
4,968
200
$208K 0.04%
6,634
6 7
8
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