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
$309M
AUM Growth
+$15.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
685
New
Increased
Reduced
Closed

Top Buys

1
+$1.37M
2
+$1.08M
3
+$838K
4
IBM icon
IBM
IBM
+$693K
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$681K

Top Sells

1
+$2.3M
2
+$1.11M
3
+$713K
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$611K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$359K

Sector Composition

1 Technology 10.02%
2 Financials 5.8%
3 Healthcare 4.54%
4 Industrials 3.13%
5 Consumer Discretionary 2.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$90K 0.03%
831
-526
227
$89K 0.03%
4,826
-35
228
$87K 0.03%
3,026
229
$87K 0.03%
+450
230
$86K 0.03%
1,817
231
$85K 0.03%
1,534
+125
232
$84K 0.03%
8,208
233
$84K 0.03%
548
+2
234
$81K 0.03%
4,708
235
$81K 0.03%
721
236
$80K 0.03%
589
+120
237
$80K 0.03%
700
238
$79K 0.03%
1,277
239
$78K 0.03%
+400
240
$78K 0.03%
1,474
-60
241
$77K 0.02%
674
242
$77K 0.02%
2,293
-996
243
$77K 0.02%
1,140
244
$77K 0.02%
764
-40
245
$76K 0.02%
1,089
+5
246
$76K 0.02%
1,920
247
$75K 0.02%
2,558
248
$74K 0.02%
450
+75
249
$73K 0.02%
365
250
$73K 0.02%
1,438
8 9
10
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