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
401
$3K ﹤0.01%
+57
402
$3K ﹤0.01%
585
403
$3K ﹤0.01%
165
404
$3K ﹤0.01%
23
+5
405
$3K ﹤0.01%
180
406
$3K ﹤0.01%
+15
407
$3K ﹤0.01%
105
408
$3K ﹤0.01%
30
409
$3K ﹤0.01%
40
410
$3K ﹤0.01%
71
411
$3K ﹤0.01%
+350
412
$3K ﹤0.01%
26
413
$3K ﹤0.01%
630
414
$3K ﹤0.01%
173
415
$3K ﹤0.01%
+200
416
$3K ﹤0.01%
40
417
$2K ﹤0.01%
25
418
$2K ﹤0.01%
80
419
$2K ﹤0.01%
200
420
$2K ﹤0.01%
500
421
$2K ﹤0.01%
25
422
$2K ﹤0.01%
141
423
$2K ﹤0.01%
152
+1
424
$2K ﹤0.01%
40
-40
425
$2K ﹤0.01%
+200
15 16
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