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
$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
26
$2.31M 0.79%
46,393
+2,126
27
$2.3M 0.78%
2,300,000
28
$2.06M 0.7%
20,316
+3,128
29
$1.93M 0.66%
326,280
+6,120
30
$1.91M 0.65%
25,811
+850
31
$1.91M 0.65%
15,098
+1,441
32
$1.82M 0.62%
12,824
+2,239
33
$1.72M 0.59%
8,311
+50
34
$1.59M 0.54%
8,092
+534
35
$1.59M 0.54%
55,575
+2,115
36
$1.54M 0.52%
13,890
+763
37
$1.53M 0.52%
10,658
-127
38
$1.5M 0.51%
23,001
+21,828
39
$1.49M 0.51%
13,916
+785
40
$1.48M 0.5%
19,468
+1,547
41
$1.43M 0.49%
27,279
+585
42
$1.41M 0.48%
11,546
+174
43
$1.41M 0.48%
24,960
+4,460
44
$1.38M 0.47%
49,002
+13,570
45
$1.33M 0.45%
4,831
+215
46
$1.3M 0.44%
14,247
+1,006
47
$1.24M 0.42%
7,887
+7,375
48
$1.21M 0.41%
17,007
+1,546
49
$1.18M 0.4%
13,519
+818
50
$1.18M 0.4%
34,327
+8,861
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