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
426
$10K ﹤0.01%
300
427
$10K ﹤0.01%
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428
$10K ﹤0.01%
128
-129
429
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200
430
$9K ﹤0.01%
350
431
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-100
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400
433
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+1
434
$9K ﹤0.01%
122
435
$9K ﹤0.01%
300
+59
436
$8K ﹤0.01%
231
-107
437
$8K ﹤0.01%
118
-1,400
438
$8K ﹤0.01%
+145
439
– –
0
440
– –
0
441
$8K ﹤0.01%
81
-20
442
$8K ﹤0.01%
97
443
$8K ﹤0.01%
83
444
$8K ﹤0.01%
12,000
445
$7K ﹤0.01%
900
446
$7K ﹤0.01%
+24
447
$7K ﹤0.01%
210
448
$7K ﹤0.01%
+112
449
$7K ﹤0.01%
400
450
$7K ﹤0.01%
47
16 17
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