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
476
$8K ﹤0.01%
50
477
$8K ﹤0.01%
598
478
$8K ﹤0.01%
330
+8
479
$8K ﹤0.01%
391
-710
480
$8K ﹤0.01%
97
481
$7K ﹤0.01%
189
482
$7K ﹤0.01%
125
483
$7K ﹤0.01%
65
484
$7K ﹤0.01%
210
485
– –
0
486
$7K ﹤0.01%
126
+1
487
$7K ﹤0.01%
292
-204
488
$7K ﹤0.01%
4,000
489
$6K ﹤0.01%
76
490
$6K ﹤0.01%
150
491
$6K ﹤0.01%
270
-375
492
$6K ﹤0.01%
470
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$6K ﹤0.01%
75
494
$6K ﹤0.01%
100
495
$5K ﹤0.01%
176
+4
496
$5K ﹤0.01%
92
497
$5K ﹤0.01%
171
498
$5K ﹤0.01%
18
499
$5K ﹤0.01%
161
+121
500
$5K ﹤0.01%
110
-91
18 19
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