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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
$223M
AUM Growth
+$21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
527
New
Increased
Reduced
Closed

Top Buys

1
+$3.6M
2
+$1.61M
3
+$1.13M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$764K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$764K

Top Sells

1
+$1.12M
2
+$808K
3
+$615K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$524K
5
DE icon
Deere & Co
DE
+$356K

Sector Composition

1 Technology 6.96%
2 Financials 6.56%
3 Healthcare 4.65%
4 Consumer Discretionary 3.1%
5 Consumer Staples 2.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
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502
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503
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504
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505
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506
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507
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508
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509
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510
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511
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512
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515
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516
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517
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518
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519
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$0 ﹤0.01%
1
521
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522
$0 ﹤0.01%
47
523
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-400
524
– –
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525
– –
-500
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