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
501
$5K ﹤0.01%
150
502
$5K ﹤0.01%
47
503
$5K ﹤0.01%
+200
504
$5K ﹤0.01%
101
+1
505
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95
506
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150
507
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92
508
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+18
509
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510
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100
511
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100
512
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+300
513
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+470
514
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+50
515
$5K ﹤0.01%
707
+338
516
$4K ﹤0.01%
+50
517
$4K ﹤0.01%
2
518
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519
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+89
520
$4K ﹤0.01%
34
-100
521
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25
522
$4K ﹤0.01%
100
-1,663
523
$4K ﹤0.01%
208
524
$4K ﹤0.01%
26
-24
525
$4K ﹤0.01%
158
19 20
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