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
526
$3K ﹤0.01%
+500
527
$3K ﹤0.01%
50
528
$3K ﹤0.01%
+300
529
$3K ﹤0.01%
196
-210
530
$3K ﹤0.01%
175
531
$3K ﹤0.01%
71
532
– –
0
533
$3K ﹤0.01%
80
534
$3K ﹤0.01%
75
535
$3K ﹤0.01%
175
536
$3K ﹤0.01%
158
537
$3K ﹤0.01%
30
538
$3K ﹤0.01%
15
539
$3K ﹤0.01%
161
+4
540
$3K ﹤0.01%
25
541
$3K ﹤0.01%
540
542
$3K ﹤0.01%
100
543
$3K ﹤0.01%
45
544
$3K ﹤0.01%
13
-12
545
$3K ﹤0.01%
30
546
$3K ﹤0.01%
150
-250
547
$2K ﹤0.01%
40
548
$2K ﹤0.01%
25
549
$2K ﹤0.01%
25
550
$2K ﹤0.01%
185
-150
20 21
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