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
501
$5K ﹤0.01%
14
502
$5K ﹤0.01%
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503
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22
504
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108
505
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47
506
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23
507
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150
508
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+75
509
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715
510
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158
511
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189
-6
512
$4K ﹤0.01%
300
513
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514
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10
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$4K ﹤0.01%
54
516
$4K ﹤0.01%
50
517
$4K ﹤0.01%
200
-2,400
518
$4K ﹤0.01%
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519
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400
-250
520
$4K ﹤0.01%
50
521
$4K ﹤0.01%
2
522
$4K ﹤0.01%
72
523
$4K ﹤0.01%
50
524
$4K ﹤0.01%
707
525
$3K ﹤0.01%
150
-50
19 20
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22 23