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
401
$13K ﹤0.01%
367
-449
402
$13K ﹤0.01%
198
403
$13K ﹤0.01%
705
404
$13K ﹤0.01%
130
405
$13K ﹤0.01%
+500
406
$13K ﹤0.01%
918
407
$13K ﹤0.01%
318
408
$13K ﹤0.01%
+800
409
$13K ﹤0.01%
+98
410
– –
0
411
$13K ﹤0.01%
+640
412
$13K ﹤0.01%
300
413
$12K ﹤0.01%
250
414
$12K ﹤0.01%
+2,578
415
$12K ﹤0.01%
500
416
$12K ﹤0.01%
100
-250
417
$11K ﹤0.01%
225
418
$11K ﹤0.01%
40
419
$11K ﹤0.01%
219
420
$11K ﹤0.01%
166
+1
421
$11K ﹤0.01%
390
422
$11K ﹤0.01%
102
423
$11K ﹤0.01%
200
424
$10K ﹤0.01%
206
425
– –
0
15 16
17
18 19