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
376
$20K 0.01%
160
+140
377
$18K 0.01%
551
-497
378
$18K 0.01%
522
+1
379
$18K 0.01%
490
380
$17K ﹤0.01%
144
381
$17K ﹤0.01%
536
+151
382
$17K ﹤0.01%
91
383
$17K ﹤0.01%
910
384
$16K ﹤0.01%
300
385
$15K ﹤0.01%
174
386
$15K ﹤0.01%
81
387
$15K ﹤0.01%
220
388
$15K ﹤0.01%
+600
389
$15K ﹤0.01%
300
-20
390
$15K ﹤0.01%
+1,000
391
$15K ﹤0.01%
283
+20
392
$15K ﹤0.01%
+160
393
$15K ﹤0.01%
400
394
$14K ﹤0.01%
134
395
$14K ﹤0.01%
550
-50
396
$14K ﹤0.01%
75
397
$14K ﹤0.01%
90
398
$14K ﹤0.01%
336
+3
399
$13K ﹤0.01%
250
400
$13K ﹤0.01%
1,106
14 15
16
17 18