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
$344M
AUM Growth
+$53M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
695
New
Increased
Reduced
Closed

Top Buys

1
+$3.25M
2
+$2.6M
3
+$2.57M
4
VB icon
Vanguard Small-Cap ETF
VB
+$2.53M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$2.42M

Top Sells

1
+$905K
2
+$804K
3
+$696K
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$695K
5
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$615K

Sector Composition

1 Technology 6.65%
2 Financials 4.91%
3 Healthcare 4.27%
4 Industrials 2.82%
5 Consumer Discretionary 2.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$5K ﹤0.01%
598
477
$5K ﹤0.01%
+100
478
$5K ﹤0.01%
124
479
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+90
480
$5K ﹤0.01%
210
+110
481
$5K ﹤0.01%
+200
482
$5K ﹤0.01%
+103
483
$4K ﹤0.01%
+120
484
$4K ﹤0.01%
+200
485
$4K ﹤0.01%
50
486
$4K ﹤0.01%
+3
487
$4K ﹤0.01%
32
-168
488
$4K ﹤0.01%
14
489
$4K ﹤0.01%
+60
490
$4K ﹤0.01%
100
-190
491
$4K ﹤0.01%
+120
492
$4K ﹤0.01%
200
493
$4K ﹤0.01%
208
494
$4K ﹤0.01%
+39
495
$4K ﹤0.01%
+100
496
$4K ﹤0.01%
+90
497
$4K ﹤0.01%
83
+45
498
$4K ﹤0.01%
+50
499
$4K ﹤0.01%
+50
500
$4K ﹤0.01%
+50
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