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BWA

BDO Wealth Advisors Portfolio holdings

AUM $872M
1-Year Est. Return 15.17%
This Fund
S&P 500
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
+$3.6M
2
+$1.61M
3
+$1.13M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$764K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$764K

Top Sells

1
+$1.12M
2
+$808K
3
+$615K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$524K
5
DE icon
Deere & Co
DE
+$356K

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%
+13
452
$1K ﹤0.01%
100
453
$1K ﹤0.01%
+13
454
$1K ﹤0.01%
31
455
– –
0
456
$1K ﹤0.01%
+13
457
$1K ﹤0.01%
+6
458
$1K ﹤0.01%
+262
459
$1K ﹤0.01%
+34
460
$1K ﹤0.01%
+11
461
$1K ﹤0.01%
+11
462
$1K ﹤0.01%
+10
463
$1K ﹤0.01%
+45
464
$1K ﹤0.01%
+15
465
$1K ﹤0.01%
+158
466
$1K ﹤0.01%
25
467
$1K ﹤0.01%
+90
468
$1K ﹤0.01%
+20
469
$1K ﹤0.01%
+15
470
$1K ﹤0.01%
+20
471
$1K ﹤0.01%
+5
472
$1K ﹤0.01%
18
473
$1K ﹤0.01%
+31
474
$1K ﹤0.01%
68
475
$1K ﹤0.01%
+10
17 18
19
20 21