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
$223M
AUM Growth
+$21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
527
New
Increased
Reduced
Closed

Top Buys

1
+$3.58M
2
+$1.6M
3
+$1.16M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$775K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$764K

Top Sells

1
+$1.15M
2
+$806K
3
+$643K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$538K
5
DE icon
Deere & Co
DE
+$397K

Sector Composition

1 Technology 6.96%
2 Financials 6.56%
3 Healthcare 4.65%
4 Consumer Discretionary 3.1%
5 Consumer Staples 2.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$1K ﹤0.01%
+10
452
$1K ﹤0.01%
+26
453
$1K ﹤0.01%
+24
454
– –
0
455
$1K ﹤0.01%
+13
456
$1K ﹤0.01%
+6
457
$1K ﹤0.01%
+262
458
$1K ﹤0.01%
+34
459
$1K ﹤0.01%
+11
460
$1K ﹤0.01%
+11
461
$1K ﹤0.01%
+10
462
$1K ﹤0.01%
+158
463
$1K ﹤0.01%
25
464
$1K ﹤0.01%
+90
465
$1K ﹤0.01%
+20
466
$1K ﹤0.01%
+10
467
$1K ﹤0.01%
68
468
$1K ﹤0.01%
+6
469
$1K ﹤0.01%
42
470
$1K ﹤0.01%
+13
471
$1K ﹤0.01%
100
472
$1K ﹤0.01%
+13
473
$1K ﹤0.01%
31
474
$1K ﹤0.01%
+45
475
$1K ﹤0.01%
+15
17 18
19
20 21