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
401
$17K 0.01%
94
+11
402
$17K 0.01%
+200
403
$17K 0.01%
149
404
$16K 0.01%
210
+200
405
$16K 0.01%
499
-56
406
$16K 0.01%
113
407
$16K 0.01%
130
408
$16K 0.01%
300
409
$16K 0.01%
72
410
$16K 0.01%
100
411
$16K 0.01%
1,100
412
$16K 0.01%
250
413
$15K ﹤0.01%
+300
414
$15K ﹤0.01%
622
415
$15K ﹤0.01%
100
416
$15K ﹤0.01%
330
417
$15K ﹤0.01%
318
418
$15K ﹤0.01%
234
419
$15K ﹤0.01%
300
420
$15K ﹤0.01%
134
421
$15K ﹤0.01%
306
422
$15K ﹤0.01%
204
423
$14K ﹤0.01%
84
-25
424
$14K ﹤0.01%
250
425
$14K ﹤0.01%
500
15 16
17
18 19