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
+$21.4M
2
+$18.3M
3
+$2.59M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$2.47M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$2.35M

Top Sells

1
+$890K
2
+$788K
3
+$671K
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$669K
5
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$605K

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%
+34
552
$3K ﹤0.01%
10
553
$3K ﹤0.01%
71
554
$3K ﹤0.01%
+30
555
$2K ﹤0.01%
+26
556
$2K ﹤0.01%
25
557
$2K ﹤0.01%
+500
558
$2K ﹤0.01%
90
559
$2K ﹤0.01%
300
560
$2K ﹤0.01%
15
561
$2K ﹤0.01%
80
562
$2K ﹤0.01%
160
+2
563
$2K ﹤0.01%
329
564
$2K ﹤0.01%
50
565
$2K ﹤0.01%
46
+1
566
$2K ﹤0.01%
41
-31
567
$2K ﹤0.01%
30
568
$2K ﹤0.01%
70
569
$2K ﹤0.01%
369
570
$2K ﹤0.01%
17
571
$2K ﹤0.01%
19
-206
572
$2K ﹤0.01%
20
573
$2K ﹤0.01%
100
-50
574
$2K ﹤0.01%
13
-100
575
$2K ﹤0.01%
158
+2
21 22
23
24 25