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
201
$72K 0.03%
+1,616
202
$70K 0.03%
+1,310
203
$70K 0.03%
+3,405
204
$69K 0.03%
+1,310
205
$69K 0.03%
+1,441
206
$69K 0.03%
+688
207
$68K 0.03%
+306
208
$67K 0.03%
+1,394
209
$67K 0.03%
+386
210
$66K 0.03%
+868
211
$65K 0.03%
+1,259
212
$64K 0.03%
+497
213
$63K 0.03%
+1,170
214
$63K 0.03%
+390
215
$62K 0.03%
+2,075
216
$62K 0.03%
+1,072
217
$61K 0.03%
+818
218
$60K 0.03%
+617
219
$60K 0.03%
+1,329
220
$59K 0.03%
+475
221
$59K 0.03%
+500
222
$59K 0.03%
+1,270
223
$58K 0.03%
+1,507
224
$58K 0.03%
+1,180
225
$57K 0.02%
+2,600
7 8
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