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
26
$1.43M 0.64%
11,411
+268
27
$1.42M 0.64%
10,515
-70
28
$1.36M 0.61%
24,778
+75
29
$1.36M 0.61%
13,330
-973
30
$1.26M 0.57%
57,806
31
$1.26M 0.56%
12,003
-500
32
$1.2M 0.54%
4,615
-200
33
$1.19M 0.53%
12,907
-841
34
$1.18M 0.53%
12,325
+475
35
$1.12M 0.5%
15,495
-916
36
$1.11M 0.5%
7,309
+425
37
$1.05M 0.47%
12,385
+3,900
38
$1.05M 0.47%
11,254
+700
39
$1.04M 0.47%
4,550
+175
40
$1.03M 0.46%
15,838
+3,241
41
$1.03M 0.46%
19,540
+760
42
$1.02M 0.46%
12,352
+912
43
$1.01M 0.45%
6,459
-230
44
$977K 0.44%
5,755
-575
45
$966K 0.43%
21,530
+9,493
46
$961K 0.43%
13,408
-180
47
$946K 0.42%
32,045
+2,974
48
$897K 0.4%
11,200
+4,176
49
$887K 0.4%
8,908
+450
50
$882K 0.4%
10,875
+175
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2
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