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
$223M
AUM Growth
+$21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
527
New
Increased
Reduced
Closed

Top Buys

1
+$3.58M
2
+$1.6M
3
+$1.16M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$775K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$764K

Top Sells

1
+$1.15M
2
+$806K
3
+$643K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$538K
5
DE icon
Deere & Co
DE
+$397K

Sector Composition

1 Technology 6.96%
2 Financials 6.56%
3 Healthcare 4.65%
4 Consumer Discretionary 3.1%
5 Consumer Staples 2.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$5K ﹤0.01%
47
377
$5K ﹤0.01%
+100
378
$5K ﹤0.01%
82
379
$5K ﹤0.01%
292
380
$4K ﹤0.01%
193
+2
381
$4K ﹤0.01%
185
382
$4K ﹤0.01%
247
+35
383
$4K ﹤0.01%
70
384
$4K ﹤0.01%
80
385
$4K ﹤0.01%
40
386
$4K ﹤0.01%
90
387
$4K ﹤0.01%
93
388
$4K ﹤0.01%
81
389
$4K ﹤0.01%
31
390
$4K ﹤0.01%
30
391
$4K ﹤0.01%
263
+3
392
$4K ﹤0.01%
180
393
$4K ﹤0.01%
202
+1
394
$4K ﹤0.01%
150
395
$4K ﹤0.01%
208
396
$4K ﹤0.01%
300
397
$4K ﹤0.01%
34
398
$3K ﹤0.01%
100
399
$3K ﹤0.01%
200
400
$3K ﹤0.01%
17
14 15
16
17 18