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
276
$57K 0.02%
799
277
$57K 0.02%
2,405
278
$56K 0.02%
1,810
279
$56K 0.02%
1,125
280
$55K 0.02%
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281
$55K 0.02%
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-150
282
$55K 0.02%
3,200
283
$54K 0.02%
2,200
-1,000
284
$54K 0.02%
224
285
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1,250
+1
286
$54K 0.02%
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287
$54K 0.02%
747
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288
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289
$52K 0.02%
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290
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852
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291
$52K 0.02%
545
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292
$51K 0.02%
500
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293
$51K 0.02%
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294
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217
295
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1,000
296
$50K 0.02%
1,223
297
$49K 0.02%
1,332
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298
$49K 0.02%
334
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299
$49K 0.02%
1,636
300
$49K 0.02%
371
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