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
426
$14K ﹤0.01%
150
427
$14K ﹤0.01%
250
428
$14K ﹤0.01%
+500
429
$14K ﹤0.01%
+510
430
$14K ﹤0.01%
470
431
$14K ﹤0.01%
263
432
$13K ﹤0.01%
100
-25
433
– –
0
434
$13K ﹤0.01%
218
435
$13K ﹤0.01%
200
436
$13K ﹤0.01%
471
+80
437
$13K ﹤0.01%
686
438
$13K ﹤0.01%
12,000
439
$12K ﹤0.01%
500
440
$12K ﹤0.01%
350
441
$12K ﹤0.01%
100
-80
442
$12K ﹤0.01%
+500
443
$12K ﹤0.01%
88
444
$12K ﹤0.01%
1,000
445
$11K ﹤0.01%
226
+2
446
$11K ﹤0.01%
1,250
447
$11K ﹤0.01%
216
448
$11K ﹤0.01%
40
449
$11K ﹤0.01%
219
450
$11K ﹤0.01%
390
16 17
18
19 20