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
301
$14K 0.01%
400
302
$14K 0.01%
336
-195
303
$14K 0.01%
750
304
$14K 0.01%
204
-2
305
$14K 0.01%
622
306
– –
0
307
$14K 0.01%
203
-64
308
$14K 0.01%
226
+126
309
$14K 0.01%
200
310
$14K 0.01%
+433
311
$13K 0.01%
75
-75
312
$13K 0.01%
+100
313
$13K 0.01%
449
314
$13K 0.01%
162
-28
315
$13K 0.01%
250
+156
316
$13K 0.01%
150
317
$13K 0.01%
100
318
$13K 0.01%
180
319
$13K 0.01%
+600
320
$13K 0.01%
250
321
$13K 0.01%
500
322
$13K 0.01%
170
323
$13K 0.01%
+1,000
324
$12K 0.01%
150
325
$12K 0.01%
312
+22
11 12
13
14 15