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
426
$14K ﹤0.01%
263
427
$14K ﹤0.01%
113
+100
428
$14K ﹤0.01%
12,000
429
$13K ﹤0.01%
250
430
– –
0
431
$13K ﹤0.01%
1,000
432
$13K ﹤0.01%
+100
433
$13K ﹤0.01%
470
+390
434
$13K ﹤0.01%
+500
435
$13K ﹤0.01%
118
+1
436
$13K ﹤0.01%
+350
437
$13K ﹤0.01%
+686
438
$13K ﹤0.01%
100
439
$12K ﹤0.01%
+100
440
$12K ﹤0.01%
200
441
$12K ﹤0.01%
+150
442
$12K ﹤0.01%
250
443
$12K ﹤0.01%
+200
444
$12K ﹤0.01%
85
445
$12K ﹤0.01%
218
446
$11K ﹤0.01%
88
+70
447
$11K ﹤0.01%
1,250
448
$11K ﹤0.01%
216
449
$11K ﹤0.01%
219
+200
450
$11K ﹤0.01%
300
16 17
18
19 20