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
376
$21K 0.01%
313
+1
377
$21K 0.01%
384
378
$21K 0.01%
469
379
$21K 0.01%
480
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380
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230
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381
$20K 0.01%
184
-53
382
$20K 0.01%
412
383
$20K 0.01%
50
384
$20K 0.01%
225
385
$19K 0.01%
600
+400
386
$19K 0.01%
390
+2
387
$19K 0.01%
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388
$19K 0.01%
189
389
$18K 0.01%
520
+1
390
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400
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391
$18K 0.01%
300
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392
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393
$18K 0.01%
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394
$18K 0.01%
400
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403
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$17K 0.01%
149
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398
$17K 0.01%
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399
$17K 0.01%
+310
400
$17K 0.01%
480
14 15
16
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