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
551
$3K ﹤0.01%
+40
552
$3K ﹤0.01%
+300
553
$3K ﹤0.01%
+3
554
– –
0
555
$2K ﹤0.01%
161
556
$2K ﹤0.01%
+26
557
$2K ﹤0.01%
25
558
$2K ﹤0.01%
+500
559
$2K ﹤0.01%
90
560
$2K ﹤0.01%
300
561
$2K ﹤0.01%
15
562
$2K ﹤0.01%
80
563
$2K ﹤0.01%
160
+2
564
$2K ﹤0.01%
41
-31
565
$2K ﹤0.01%
100
-50
566
$2K ﹤0.01%
13
-100
567
$2K ﹤0.01%
158
+2
568
$2K ﹤0.01%
329
569
$2K ﹤0.01%
50
570
$2K ﹤0.01%
46
+1
571
$2K ﹤0.01%
30
572
$2K ﹤0.01%
70
573
$2K ﹤0.01%
369
574
$2K ﹤0.01%
17
575
$2K ﹤0.01%
19
-206
21 22
23
24 25