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
$294M
AUM Growth
+$27.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
707
New
Increased
Reduced
Closed

Top Buys

1
+$3.09M
2
+$1.71M
3
+$1.42M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.25M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$1.16M

Top Sells

1
+$1.19M
2
+$954K
3
+$616K
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$336K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$278K

Sector Composition

1 Technology 8.82%
2 Financials 5.66%
3 Healthcare 4.14%
4 Consumer Discretionary 3.08%
5 Industrials 3.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$17K 0.01%
+480
402
$17K 0.01%
391
403
$17K 0.01%
+450
404
$16K 0.01%
+130
405
$16K 0.01%
+300
406
$16K 0.01%
+125
407
$16K 0.01%
622
408
$16K 0.01%
+1,100
409
$16K 0.01%
+250
410
$16K 0.01%
149
-200
411
$15K 0.01%
306
412
$15K 0.01%
+125
413
$15K 0.01%
400
414
$15K 0.01%
72
415
$15K 0.01%
318
+218
416
$15K 0.01%
234
417
– –
0
418
$14K ﹤0.01%
90
419
$14K ﹤0.01%
330
420
$14K ﹤0.01%
+500
421
$14K ﹤0.01%
300
422
$14K ﹤0.01%
134
423
$14K ﹤0.01%
+83
424
$14K ﹤0.01%
+250
425
$14K ﹤0.01%
+204
15 16
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