BWA

BDO Wealth Advisors Portfolio holdings

AUM $872M
1-Year Est. Return 15.17%
This Fund
S&P 500
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%
100
477
$5K ﹤0.01%
326
-4,500
478
$5K ﹤0.01%
598
479
$5K ﹤0.01%
+100
480
$5K ﹤0.01%
124
481
$5K ﹤0.01%
+90
482
$5K ﹤0.01%
210
+110
483
$4K ﹤0.01%
+50
484
$4K ﹤0.01%
+50
485
$4K ﹤0.01%
+60
486
$4K ﹤0.01%
90
487
$4K ﹤0.01%
+60
488
$4K ﹤0.01%
+51
489
$4K ﹤0.01%
+30
490
$4K ﹤0.01%
+300
491
$4K ﹤0.01%
+80
492
$4K ﹤0.01%
+130
493
$4K ﹤0.01%
+32
494
$4K ﹤0.01%
+200
495
$4K ﹤0.01%
+50
496
$4K ﹤0.01%
+250
497
$4K ﹤0.01%
470
498
$4K ﹤0.01%
+18
499
$4K ﹤0.01%
+39
500
$4K ﹤0.01%
+100
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