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
301
$41K 0.01%
224
302
$41K 0.01%
1,223
303
$41K 0.01%
207
304
$40K 0.01%
996
+1
305
$40K 0.01%
500
306
$39K 0.01%
+800
307
$39K 0.01%
+2,100
308
$39K 0.01%
472
-1,600
309
$38K 0.01%
350
+1
310
$38K 0.01%
755
-823
311
$38K 0.01%
450
+350
312
$38K 0.01%
2,024
+1,807
313
$37K 0.01%
+2,200
314
$37K 0.01%
+1,400
315
$37K 0.01%
319
316
$36K 0.01%
1,000
317
$36K 0.01%
+300
318
$35K 0.01%
256
-99
319
$35K 0.01%
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320
$35K 0.01%
1,950
321
$35K 0.01%
385
322
$34K 0.01%
600
+35
323
$34K 0.01%
+340
324
$34K 0.01%
396
325
$34K 0.01%
885
11 12
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