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
551
$3K ﹤0.01%
101
+1
552
$3K ﹤0.01%
200
553
$3K ﹤0.01%
17
554
$3K ﹤0.01%
50
555
$3K ﹤0.01%
18
+13
556
$3K ﹤0.01%
40
557
$3K ﹤0.01%
715
558
$3K ﹤0.01%
50
559
$3K ﹤0.01%
400
560
$3K ﹤0.01%
60
+30
561
$3K ﹤0.01%
200
562
$3K ﹤0.01%
+112
563
$3K ﹤0.01%
+50
564
$3K ﹤0.01%
86
565
$3K ﹤0.01%
40
566
$3K ﹤0.01%
157
+4
567
$3K ﹤0.01%
+540
568
$3K ﹤0.01%
100
569
$2K ﹤0.01%
+238
570
$2K ﹤0.01%
40
571
$2K ﹤0.01%
70
572
$2K ﹤0.01%
40
573
$2K ﹤0.01%
25
574
$2K ﹤0.01%
30
-20
575
$2K ﹤0.01%
25
21 22
23
24 25