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
451
$7K ﹤0.01%
219
452
$6K ﹤0.01%
150
453
$6K ﹤0.01%
+120
454
$6K ﹤0.01%
500
-500
455
$6K ﹤0.01%
+154
456
$6K ﹤0.01%
100
457
$6K ﹤0.01%
115
458
$6K ﹤0.01%
300
+150
459
$6K ﹤0.01%
75
460
$5K ﹤0.01%
75
461
$5K ﹤0.01%
+70
462
$5K ﹤0.01%
+40
463
$5K ﹤0.01%
+60
464
$5K ﹤0.01%
100
465
$5K ﹤0.01%
+120
466
$5K ﹤0.01%
184
+4
467
$5K ﹤0.01%
+123
468
$5K ﹤0.01%
+170
469
$5K ﹤0.01%
144
470
$5K ﹤0.01%
+140
471
$5K ﹤0.01%
+100
472
$5K ﹤0.01%
53
473
$5K ﹤0.01%
100
474
$5K ﹤0.01%
+100
475
$5K ﹤0.01%
326
-4,500
17 18
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