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
251
$73K 0.02%
1,210
252
$72K 0.02%
516
253
$71K 0.02%
+2,179
254
$71K 0.02%
855
-2,355
255
$70K 0.02%
1,200
256
$70K 0.02%
500
257
$70K 0.02%
1,215
258
$70K 0.02%
3,008
259
$67K 0.02%
1,000
260
$66K 0.02%
1,196
261
$66K 0.02%
1,064
262
$64K 0.02%
315
-78
263
$62K 0.02%
543
-425
264
$62K 0.02%
3,297
265
$61K 0.02%
3,432
266
$60K 0.02%
6,523
+707
267
$60K 0.02%
1,000
268
$60K 0.02%
1,140
269
$60K 0.02%
1,475
270
$59K 0.02%
2,850
271
$59K 0.02%
828
+80
272
$57K 0.02%
502
273
$57K 0.02%
808
-85
274
$57K 0.02%
440
-150
275
$57K 0.02%
277
9 10
11
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