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
$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%
50
552
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30
-170
553
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50
554
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+300
555
$2K ﹤0.01%
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557
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19
-206
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161
560
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+26
561
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25
562
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$2K ﹤0.01%
100
-50
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13
-100
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158
+2
566
$2K ﹤0.01%
+500
567
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568
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300
569
$2K ﹤0.01%
15
570
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80
571
$2K ﹤0.01%
160
+2
572
$2K ﹤0.01%
329
573
$2K ﹤0.01%
50
574
$2K ﹤0.01%
30
575
$2K ﹤0.01%
70
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