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
$309M
AUM Growth
+$15.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
685
New
Increased
Reduced
Closed

Top Buys

1
+$1.37M
2
+$1.08M
3
+$838K
4
IBM icon
IBM
IBM
+$693K
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$681K

Top Sells

1
+$2.3M
2
+$1.11M
3
+$713K
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$611K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$359K

Sector Composition

1 Technology 10.02%
2 Financials 5.8%
3 Healthcare 4.54%
4 Industrials 3.13%
5 Consumer Discretionary 2.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.42M 0.78%
55,874
+31,578
27
$2.35M 0.76%
29,394
-1,679
28
$2.26M 0.73%
321,680
-4,600
29
$2.17M 0.7%
13,295
+471
30
$2.16M 0.7%
26,196
+385
31
$2.07M 0.67%
49,493
+15,166
32
$2.07M 0.67%
43,685
-2,708
33
$2.07M 0.67%
8,466
+155
34
$1.84M 0.59%
15,050
-48
35
$1.83M 0.59%
8,235
+143
36
$1.77M 0.57%
20,070
+602
37
$1.75M 0.57%
33,878
+6,599
38
$1.74M 0.56%
55,626
+51
39
$1.65M 0.53%
10,572
-86
40
$1.59M 0.52%
14,016
+126
41
$1.57M 0.51%
12,087
+541
42
$1.56M 0.51%
25,920
+960
43
$1.55M 0.5%
13,939
+23
44
$1.49M 0.48%
9,065
+6,560
45
$1.47M 0.48%
4,961
+130
46
$1.45M 0.47%
49,210
+208
47
$1.42M 0.46%
18,038
+451
48
$1.42M 0.46%
12,340
+334
49
$1.32M 0.43%
13,661
+142
50
$1.29M 0.42%
8,942
+4,790
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