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
326
$34K 0.01%
2,988
327
$32K 0.01%
118
328
$31K 0.01%
893
329
$31K 0.01%
466
330
$30K 0.01%
1,134
331
$30K 0.01%
101
332
$30K 0.01%
+600
333
$29K 0.01%
1,300
+800
334
$29K 0.01%
+450
335
$29K 0.01%
+1,154
336
$29K 0.01%
+1,183
337
$28K 0.01%
201
338
$28K 0.01%
490
339
$27K 0.01%
969
+1
340
$27K 0.01%
838
341
$27K 0.01%
200
342
$26K 0.01%
1,000
343
$26K 0.01%
943
344
$26K 0.01%
500
-30
345
$26K 0.01%
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346
$25K 0.01%
859
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347
$25K 0.01%
261
348
$25K 0.01%
847
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349
$25K 0.01%
225
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350
$24K 0.01%
+175
12 13
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