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
$223M
AUM Growth
+$21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
527
New
Increased
Reduced
Closed

Top Buys

1
+$3.58M
2
+$1.6M
3
+$1.16M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$775K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$764K

Top Sells

1
+$1.15M
2
+$806K
3
+$643K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$538K
5
DE icon
Deere & Co
DE
+$397K

Sector Composition

1 Technology 6.96%
2 Financials 6.56%
3 Healthcare 4.65%
4 Consumer Discretionary 3.1%
5 Consumer Staples 2.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$43K 0.02%
401
-144
227
$42K 0.02%
+3,000
228
$41K 0.02%
2,850
-1,900
229
$41K 0.02%
600
+375
230
$40K 0.02%
662
231
$39K 0.02%
525
-8,650
232
$38K 0.02%
+205
233
$37K 0.02%
216
-69
234
$36K 0.02%
185
+113
235
$35K 0.02%
304
+125
236
$35K 0.02%
200
-200
237
$34K 0.02%
140
238
$34K 0.02%
603
+37
239
$34K 0.02%
893
-344
240
$33K 0.01%
3,894
-1,000
241
$32K 0.01%
917
+2
242
$32K 0.01%
466
243
$31K 0.01%
61
+5
244
$30K 0.01%
838
245
$30K 0.01%
500
246
$30K 0.01%
600
247
$29K 0.01%
331
+31
248
$29K 0.01%
201
+4
249
$29K 0.01%
735
250
$29K 0.01%
+250
8 9
10
11 12