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
1
$21.1M 9.19%
+257,323
2
$19.6M 8.56%
+61,715
3
$14.6M 6.39%
+183,013
4
$13.3M 5.82%
+383,025
5
$9.6M 4.19%
+235,058
6
$7.89M 3.45%
+129,632
7
$7.57M 3.31%
+109,381
8
$7.08M 3.09%
+134,540
9
$6.26M 2.73%
+129,097
10
$5.69M 2.48%
+51,963
11
$5.49M 2.4%
+54,899
12
$4.96M 2.16%
+76,032
13
$4.11M 1.8%
+73,241
14
$2.75M 1.2%
+11,286
15
$2.61M 1.14%
+25,644
16
$2.6M 1.14%
+72,268
17
$2.36M 1.03%
+25,772
18
$2.29M 1%
+9,459
19
$2.19M 0.96%
+31,600
20
$1.97M 0.86%
+28,513
21
$1.76M 0.77%
+18,975
22
$1.53M 0.67%
+8,799
23
$1.52M 0.66%
+48,579
24
$1.52M 0.66%
+30,916
25
$1.45M 0.63%
+23,714