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
326
$36K 0.01%
730
+430
327
$36K 0.01%
118
+68
328
$35K 0.01%
322
+129
329
$35K 0.01%
336
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330
$35K 0.01%
207
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331
$34K 0.01%
+250
332
$34K 0.01%
349
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333
$34K 0.01%
466
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334
$34K 0.01%
500
335
$33K 0.01%
994
+3
336
$33K 0.01%
+1,406
337
$32K 0.01%
+701
338
$32K 0.01%
398
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339
$32K 0.01%
893
340
$31K 0.01%
396
-300
341
$31K 0.01%
735
342
$30K 0.01%
911
343
$30K 0.01%
825
+6
344
$29K 0.01%
+600
345
$29K 0.01%
732
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346
$29K 0.01%
59
347
$29K 0.01%
466
348
$28K 0.01%
948
+6
349
$28K 0.01%
838
350
$28K 0.01%
+165
12 13
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