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
351
$28K 0.01%
500
352
$27K 0.01%
834
353
$27K 0.01%
901
+452
354
$27K 0.01%
1,500
355
$27K 0.01%
+200
356
$27K 0.01%
1,101
+1,000
357
$27K 0.01%
1,000
358
$27K 0.01%
400
359
$26K 0.01%
237
+75
360
$26K 0.01%
160
-18
361
$26K 0.01%
448
-9
362
$26K 0.01%
1,179
363
$25K 0.01%
463
+383
364
$25K 0.01%
+1,508
365
$24K 0.01%
+350
366
$24K 0.01%
384
+164
367
$24K 0.01%
261
368
$24K 0.01%
353
+1
369
$23K 0.01%
645
-218
370
$23K 0.01%
570
+6
371
$23K 0.01%
+1,025
372
$23K 0.01%
399
+300
373
$23K 0.01%
931
+392
374
$23K 0.01%
397
375
$22K 0.01%
1,000
13 14
15
16 17