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
351
$24K 0.01%
173
352
$24K 0.01%
190
353
$24K 0.01%
500
354
$24K 0.01%
525
+110
355
$23K 0.01%
325
356
$23K 0.01%
463
357
$23K 0.01%
53
+33
358
$23K 0.01%
1,025
359
$23K 0.01%
+400
360
$23K 0.01%
+400
361
$23K 0.01%
165
362
$22K 0.01%
1,200
363
$22K 0.01%
542
364
$22K 0.01%
281
365
$22K 0.01%
1,550
366
$22K 0.01%
304
-3,995
367
$22K 0.01%
373
368
$22K 0.01%
634
+22
369
$22K 0.01%
+1,000
370
$21K 0.01%
1,128
-3,150
371
$21K 0.01%
200
372
$21K 0.01%
500
373
$20K 0.01%
123
374
$20K 0.01%
560
-175
375
$20K 0.01%
370
13 14
15
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