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
$294M
AUM Growth
+$27.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
707
New
Increased
Reduced
Closed

Top Buys

1
+$3.09M
2
+$1.71M
3
+$1.42M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.25M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$1.16M

Top Sells

1
+$1.19M
2
+$954K
3
+$616K
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$336K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$278K

Sector Composition

1 Technology 8.82%
2 Financials 5.66%
3 Healthcare 4.14%
4 Consumer Discretionary 3.08%
5 Industrials 3.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$90K 0.03%
+700
227
$87K 0.03%
1,434
+158
228
$87K 0.03%
721
-77
229
$86K 0.03%
721
230
$86K 0.03%
4,861
+4,614
231
$86K 0.03%
1,817
232
$82K 0.03%
+4,708
233
$81K 0.03%
2,339
234
$80K 0.03%
1,637
-616
235
$80K 0.03%
1,100
-50
236
$79K 0.03%
2,298
237
$79K 0.03%
416
+116
238
$78K 0.03%
+8,208
239
$78K 0.03%
3,200
240
$77K 0.03%
1,534
+274
241
$77K 0.03%
1,169
+130
242
$76K 0.03%
1,920
243
$75K 0.03%
804
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244
$74K 0.03%
546
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245
$74K 0.03%
1,084
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246
$73K 0.02%
1,438
247
$73K 0.02%
1,277
-31
248
$73K 0.02%
2,558
249
$73K 0.02%
1,409
+42
250
$72K 0.02%
1,140
-30
8 9
10
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