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
$614M
AUM Growth
+$45.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
993
New
Increased
Reduced
Closed

Sector Composition

1 Technology 6.33%
2 Healthcare 4.64%
3 Financials 4.58%
4 Consumer Discretionary 3.53%
5 Communication Services 3.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$301K 0.05%
3,414
-38
177
$298K 0.05%
3,315
178
$298K 0.05%
1,992
-191
179
$298K 0.05%
4,675
180
$294K 0.05%
5,625
+373
181
$294K 0.05%
5,286
182
$289K 0.05%
5,230
-1,019
183
$284K 0.05%
7,883
-500
184
$284K 0.05%
1,248
-306
185
$283K 0.05%
3,583
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186
$280K 0.05%
4,888
187
$280K 0.05%
6,252
188
$278K 0.05%
4,469
189
$274K 0.04%
8,840
-20
190
$273K 0.04%
6,015
191
$272K 0.04%
1,263
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192
$270K 0.04%
2,499
-199
193
$261K 0.04%
2,371
+189
194
$258K 0.04%
3,117
-133
195
$257K 0.04%
8,416
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196
$255K 0.04%
4,083
-88
197
$252K 0.04%
4,379
+170
198
$249K 0.04%
8,326
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199
$248K 0.04%
5,455
-620
200
$239K 0.04%
1,783
+55