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
276
$57K 0.02%
799
-750
277
$57K 0.02%
1,828
+368
278
$57K 0.02%
848
+4
279
$56K 0.02%
1,000
280
$56K 0.02%
+502
281
$56K 0.02%
1,223
282
$56K 0.02%
+3,432
283
$55K 0.02%
1,810
284
$55K 0.02%
+700
285
$55K 0.02%
1,140
286
$54K 0.02%
1,064
+64
287
$54K 0.02%
2,405
288
$54K 0.02%
642
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289
$53K 0.02%
1,000
290
$53K 0.02%
1,475
291
$53K 0.02%
748
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292
$52K 0.02%
3,525
+1,800
293
$52K 0.02%
2,000
294
$52K 0.02%
+2,850
295
$52K 0.02%
2,238
296
$52K 0.02%
277
297
$51K 0.02%
224
-150
298
$51K 0.02%
+500
299
$51K 0.02%
1,249
+984
300
$51K 0.02%
499
+2
10 11
12
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