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
$344M
AUM Growth
+$53M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
695
New
Increased
Reduced
Closed

Top Buys

1
+$3.25M
2
+$2.6M
3
+$2.57M
4
VB icon
Vanguard Small-Cap ETF
VB
+$2.53M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$2.42M

Top Sells

1
+$905K
2
+$804K
3
+$696K
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$695K
5
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$615K

Sector Composition

1 Technology 6.65%
2 Financials 4.91%
3 Healthcare 4.27%
4 Industrials 2.82%
5 Consumer Discretionary 2.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$4K ﹤0.01%
158
527
$4K ﹤0.01%
179
528
$4K ﹤0.01%
+40
529
$3K ﹤0.01%
2
530
$3K ﹤0.01%
+17
531
$3K ﹤0.01%
75
532
$3K ﹤0.01%
86
533
$3K ﹤0.01%
115
534
$3K ﹤0.01%
+32
535
$3K ﹤0.01%
+34
536
$3K ﹤0.01%
10
537
$3K ﹤0.01%
71
538
$3K ﹤0.01%
54
539
$3K ﹤0.01%
+29
540
$3K ﹤0.01%
171
+6
541
$3K ﹤0.01%
+35
542
$3K ﹤0.01%
+30
543
$3K ﹤0.01%
50
544
$3K ﹤0.01%
50
545
$3K ﹤0.01%
30
-170
546
$3K ﹤0.01%
+44
547
$3K ﹤0.01%
715
548
$3K ﹤0.01%
50
549
$3K ﹤0.01%
105
550
$3K ﹤0.01%
50
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