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
276
$51K 0.01%
2,238
277
$51K 0.01%
1,547
278
$51K 0.01%
442
+102
279
$51K 0.01%
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280
$51K 0.01%
792
281
$50K 0.01%
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282
$49K 0.01%
347
283
$48K 0.01%
200
-100
284
$48K 0.01%
391
+50
285
$47K 0.01%
277
286
$47K 0.01%
421
+1
287
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+1,800
288
$47K 0.01%
990
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289
$47K 0.01%
911
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290
$47K 0.01%
746
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291
$46K 0.01%
505
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292
$46K 0.01%
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293
$44K 0.01%
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294
$44K 0.01%
200
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295
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296
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297
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298
$43K 0.01%
913
299
$41K 0.01%
2,900
+2,400
300
$41K 0.01%
+160
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