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
301
$50K 0.02%
379
+3
302
$49K 0.02%
600
303
$49K 0.02%
1,440
+600
304
$49K 0.02%
+658
305
$48K 0.02%
1,636
+777
306
$48K 0.02%
+1,000
307
$48K 0.02%
3,191
308
$45K 0.02%
217
309
$45K 0.02%
151
+20
310
$45K 0.02%
+3,200
311
$45K 0.02%
350
+250
312
$45K 0.02%
692
+290
313
$44K 0.02%
1,340
314
$43K 0.01%
1,547
+522
315
$42K 0.01%
2,450
-1,800
316
$42K 0.01%
743
-225
317
$42K 0.01%
+1,636
318
$41K 0.01%
583
-34
319
$41K 0.01%
425
320
$40K 0.01%
+640
321
$40K 0.01%
638
+7
322
$39K 0.01%
282
-25
323
$39K 0.01%
731
-42
324
$38K 0.01%
3,000
325
$37K 0.01%
+673
11 12
13
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