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
$344M
AUM Growth
+$53M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
695
New
Increased
Reduced
Closed

Top Buys

1
+$3.25M
2
+$2.6M
3
+$2.57M
4
VB icon
Vanguard Small-Cap ETF
VB
+$2.53M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$2.42M

Top Sells

1
+$905K
2
+$804K
3
+$696K
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$695K
5
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$615K

Sector Composition

1 Technology 6.65%
2 Financials 4.91%
3 Healthcare 4.27%
4 Industrials 2.82%
5 Consumer Discretionary 2.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$93K 0.03%
3,277
227
$92K 0.03%
+3,800
228
$90K 0.03%
1,515
-201
229
$89K 0.03%
3,905
+1,500
230
$88K 0.03%
1,451
231
$85K 0.02%
1,452
232
$84K 0.02%
1,000
-1,295
233
$83K 0.02%
2,256
+924
234
$83K 0.02%
680
235
$83K 0.02%
3,230
-500
236
$82K 0.02%
330
-500
237
$82K 0.02%
+650
238
$81K 0.02%
1,051
+701
239
$80K 0.02%
505
240
$77K 0.02%
1,200
241
$76K 0.02%
1,920
242
$75K 0.02%
2,358
243
$75K 0.02%
3,042
+14
244
$74K 0.02%
1,550
245
$73K 0.02%
1,438
246
$72K 0.02%
+3,413
247
$71K 0.02%
+1,080
248
$71K 0.02%
784
+1
249
$70K 0.02%
440
+190
250
$69K 0.02%
1,000
8 9
10
11 12