BWA

BDO Wealth Advisors Portfolio holdings

AUM $872M
1-Year Est. Return 15.17%
This Fund
S&P 500
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
+$1.36M
2
+$1.19M
3
+$797K
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$677K
5
IBM icon
IBM
IBM
+$669K

Top Sells

1
+$2.3M
2
+$1.08M
3
+$713K
4
MDY icon
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
+$609K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$361K

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
276
$57K 0.02%
502
277
$57K 0.02%
808
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278
$56K 0.02%
1,810
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$56K 0.02%
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280
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$55K 0.02%
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282
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283
$54K 0.02%
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284
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224
285
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286
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287
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288
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289
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290
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291
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294
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296
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297
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298
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300
$49K 0.02%
334
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