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
526
$4K ﹤0.01%
+195
527
$4K ﹤0.01%
+23
528
$4K ﹤0.01%
90
529
$4K ﹤0.01%
14
530
$4K ﹤0.01%
53
+1
531
$4K ﹤0.01%
22
532
$4K ﹤0.01%
101
533
$4K ﹤0.01%
1,040
534
$4K ﹤0.01%
185
535
$4K ﹤0.01%
72
+31
536
$3K ﹤0.01%
50
537
– –
0
538
$3K ﹤0.01%
+80
539
$3K ﹤0.01%
75
540
$3K ﹤0.01%
105
541
$3K ﹤0.01%
175
542
$3K ﹤0.01%
1,000
543
$3K ﹤0.01%
157
+4
544
$3K ﹤0.01%
+540
545
$3K ﹤0.01%
100
546
$3K ﹤0.01%
101
+1
547
$3K ﹤0.01%
200
548
$3K ﹤0.01%
50
549
$3K ﹤0.01%
+50
550
$3K ﹤0.01%
86
20 21
22
23 24