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
$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
451
$11K ﹤0.01%
216
452
$11K ﹤0.01%
219
+200
453
$11K ﹤0.01%
500
454
$10K ﹤0.01%
40
455
$10K ﹤0.01%
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-279
456
– –
0
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80
458
$10K ﹤0.01%
+114
459
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+65
460
$10K ﹤0.01%
+101
461
$10K ﹤0.01%
496
+204
462
$10K ﹤0.01%
224
-2
463
$9K ﹤0.01%
189
464
$9K ﹤0.01%
206
-300
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$9K ﹤0.01%
+400
466
$9K ﹤0.01%
+70
467
$9K ﹤0.01%
350
468
$9K ﹤0.01%
+500
469
$9K ﹤0.01%
+125
470
$9K ﹤0.01%
214
471
$9K ﹤0.01%
122
472
– –
0
473
– –
0
474
$9K ﹤0.01%
57
475
$9K ﹤0.01%
222
17 18
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