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
251
$68K 0.02%
547
252
$67K 0.02%
866
253
$66K 0.02%
+10,000
254
$65K 0.02%
+6,285
255
$64K 0.02%
+1,200
256
$63K 0.02%
594
257
$63K 0.02%
4,016
-1,210
258
$62K 0.02%
1,251
+1
259
$60K 0.02%
1,010
-200
260
$59K 0.02%
365
-73
261
$59K 0.02%
306
-100
262
$59K 0.02%
622
263
$58K 0.02%
+1,300
264
$58K 0.02%
799
265
$58K 0.02%
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266
$58K 0.02%
1,200
-274
267
$58K 0.02%
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268
$57K 0.02%
300
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269
$57K 0.02%
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270
$57K 0.02%
365
271
$55K 0.02%
1,064
272
$53K 0.02%
263
273
$52K 0.02%
3,375
274
$52K 0.02%
+770
275
$51K 0.01%
+860
9 10
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