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
$309M
AUM Growth
+$15.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
685
New
Increased
Reduced
Closed

Top Buys

1
+$1.37M
2
+$1.08M
3
+$838K
4
IBM icon
IBM
IBM
+$693K
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$681K

Top Sells

1
+$2.3M
2
+$1.11M
3
+$713K
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$611K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$359K

Sector Composition

1 Technology 10.02%
2 Financials 5.8%
3 Healthcare 4.54%
4 Industrials 3.13%
5 Consumer Discretionary 2.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$36K 0.01%
1,134
+300
327
$36K 0.01%
103
-48
328
$36K 0.01%
+700
329
$36K 0.01%
430
+390
330
$35K 0.01%
885
+240
331
$35K 0.01%
1,000
-500
332
$35K 0.01%
2,988
-3,000
333
$35K 0.01%
+400
334
$34K 0.01%
436
-30
335
$34K 0.01%
580
-150
336
$34K 0.01%
893
337
$34K 0.01%
972
-368
338
$34K 0.01%
805
+417
339
$34K 0.01%
282
-40
340
$33K 0.01%
1,406
341
$33K 0.01%
319
+201
342
$31K 0.01%
735
343
$30K 0.01%
396
344
$30K 0.01%
466
345
$30K 0.01%
165
346
$29K 0.01%
911
347
$29K 0.01%
225
+206
348
$28K 0.01%
958
+10
349
$27K 0.01%
838
350
$27K 0.01%
200
12 13
14
15 16