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
351
$27K 0.01%
831
+6
352
$27K 0.01%
246
-375
353
$26K 0.01%
56
-3
354
$26K 0.01%
830
-71
355
$26K 0.01%
261
356
$26K 0.01%
166
+140
357
$26K 0.01%
1,000
358
$25K 0.01%
220
+190
359
$25K 0.01%
350
360
$25K 0.01%
+500
361
$24K 0.01%
200
362
$24K 0.01%
1,216
+37
363
$24K 0.01%
300
-300
364
$24K 0.01%
463
365
$24K 0.01%
500
-100
366
$24K 0.01%
1,741
-1,450
367
$23K 0.01%
1,200
368
$23K 0.01%
135
-25
369
$23K 0.01%
383
-65
370
$22K 0.01%
325
-75
371
$22K 0.01%
312
-41
372
$22K 0.01%
190
373
$22K 0.01%
+500
374
$22K 0.01%
910
375
$21K 0.01%
147
13 14
15
16 17