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
276
$20K 0.01%
1,000
277
$20K 0.01%
+200
278
$20K 0.01%
378
-99
279
$19K 0.01%
130
280
$19K 0.01%
412
281
$19K 0.01%
600
282
$19K 0.01%
132
+12
283
$19K 0.01%
577
+3
284
$18K 0.01%
+189
285
$18K 0.01%
165
-75
286
$18K 0.01%
200
287
$17K 0.01%
392
+179
288
$17K 0.01%
1,000
289
$17K 0.01%
175
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290
$17K 0.01%
289
+16
291
$16K 0.01%
258
+8
292
$16K 0.01%
+1,000
293
$16K 0.01%
105
294
$16K 0.01%
+800
295
$15K 0.01%
107
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296
$15K 0.01%
50
297
$15K 0.01%
218
298
$15K 0.01%
300
299
$15K 0.01%
+100
300
$15K 0.01%
235
+150
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