We are live on ! Find out more
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
576
$2K ﹤0.01%
+280
577
$2K ﹤0.01%
+238
578
$2K ﹤0.01%
+260
579
$2K ﹤0.01%
100
580
$2K ﹤0.01%
86
581
$2K ﹤0.01%
+135
582
$2K ﹤0.01%
40
583
$2K ﹤0.01%
158
584
$2K ﹤0.01%
22
-402
585
$2K ﹤0.01%
25
586
$2K ﹤0.01%
26
-404
587
$2K ﹤0.01%
71
588
$2K ﹤0.01%
60
589
$2K ﹤0.01%
154
+2
590
$2K ﹤0.01%
+20
591
$2K ﹤0.01%
40
592
$2K ﹤0.01%
70
593
$2K ﹤0.01%
30
594
$2K ﹤0.01%
+250
595
$2K ﹤0.01%
17
596
$2K ﹤0.01%
+160
597
$2K ﹤0.01%
+19
598
$2K ﹤0.01%
190
599
$2K ﹤0.01%
+50
600
$2K ﹤0.01%
50
22 23
24
25 26