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
251
$27K 0.01%
369
+3
252
$27K 0.01%
500
-100
253
$27K 0.01%
128
254
$26K 0.01%
316
+15
255
$26K 0.01%
+300
256
$26K 0.01%
500
257
$26K 0.01%
242
-337
258
$26K 0.01%
475
+375
259
$26K 0.01%
439
+5
260
$25K 0.01%
227
+32
261
$25K 0.01%
859
262
$25K 0.01%
+311
263
$25K 0.01%
545
+70
264
$24K 0.01%
+600
265
$24K 0.01%
910
-1,700
266
$23K 0.01%
308
+12
267
$23K 0.01%
275
268
$23K 0.01%
282
-157
269
$22K 0.01%
278
-22
270
$21K 0.01%
199
+9
271
$21K 0.01%
210
272
$21K 0.01%
406
273
$20K 0.01%
173
-197
274
$20K 0.01%
166
+64
275
$20K 0.01%
300
9 10
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