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
251
$71K 0.02%
1,210
252
$71K 0.02%
3,026
+2
253
$71K 0.02%
393
+5
254
$70K 0.02%
375
+300
255
$70K 0.02%
621
256
$70K 0.02%
516
+358
257
$68K 0.02%
1,215
-56
258
$67K 0.02%
+1,196
259
$65K 0.02%
1,000
260
$65K 0.02%
+5,988
261
$65K 0.02%
893
+116
262
$64K 0.02%
5,816
+4,115
263
$63K 0.02%
365
264
$63K 0.02%
469
+56
265
$63K 0.02%
463
+28
266
$63K 0.02%
+3,008
267
$63K 0.02%
+674
268
$60K 0.02%
+1,500
269
$58K 0.02%
2,800
270
$58K 0.02%
1,200
271
$58K 0.02%
+590
272
$58K 0.02%
1,125
273
$58K 0.02%
+3,297
274
$58K 0.02%
2,600
275
$58K 0.02%
+200
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