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
476
$9K ﹤0.01%
206
-300
477
$9K ﹤0.01%
+400
478
$9K ﹤0.01%
+70
479
$9K ﹤0.01%
222
480
$8K ﹤0.01%
500
-500
481
$8K ﹤0.01%
125
482
$8K ﹤0.01%
+900
483
$8K ﹤0.01%
+200
484
$8K ﹤0.01%
50
485
$8K ﹤0.01%
57
486
$8K ﹤0.01%
+598
487
$8K ﹤0.01%
322
-305
488
$8K ﹤0.01%
97
489
$8K ﹤0.01%
+75
490
$7K ﹤0.01%
65
-100
491
$7K ﹤0.01%
210
492
– –
0
493
$7K ﹤0.01%
4,000
494
$7K ﹤0.01%
292
495
$6K ﹤0.01%
108
496
$6K ﹤0.01%
125
+27
497
$6K ﹤0.01%
406
498
$6K ﹤0.01%
76
499
$6K ﹤0.01%
+400
500
$5K ﹤0.01%
172
+4
18 19
20
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