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
$294M
AUM Growth
+$27.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
707
New
Increased
Reduced
Closed

Top Buys

1
+$2.76M
2
+$1.68M
3
+$1.46M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.3M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$1.16M

Top Sells

1
+$1.18M
2
+$954K
3
+$584K
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$359K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$277K

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%
1,040
527
$4K ﹤0.01%
185
528
$4K ﹤0.01%
72
+31
529
$4K ﹤0.01%
25
530
$4K ﹤0.01%
100
-1,663
531
$4K ﹤0.01%
208
532
$4K ﹤0.01%
26
-24
533
$4K ﹤0.01%
158
534
$4K ﹤0.01%
+195
535
$4K ﹤0.01%
+23
536
$3K ﹤0.01%
+175
537
$3K ﹤0.01%
+71
538
$3K ﹤0.01%
200
539
$3K ﹤0.01%
335
540
– –
0
541
$3K ﹤0.01%
+80
542
$3K ﹤0.01%
75
543
$3K ﹤0.01%
105
544
$3K ﹤0.01%
175
545
$3K ﹤0.01%
1,000
546
$3K ﹤0.01%
30
-71
547
$3K ﹤0.01%
10
-16
548
$3K ﹤0.01%
15
-15
549
$3K ﹤0.01%
+54
550
$3K ﹤0.01%
200
20 21
22
23 24