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
$309M
AUM Growth
+$15.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
685
New
Increased
Reduced
Closed

Top Buys

1
+$1.37M
2
+$1.08M
3
+$838K
4
IBM icon
IBM
IBM
+$693K
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$681K

Top Sells

1
+$2.3M
2
+$1.11M
3
+$713K
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$611K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$359K

Sector Composition

1 Technology 10.02%
2 Financials 5.8%
3 Healthcare 4.54%
4 Industrials 3.13%
5 Consumer Discretionary 2.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$2K ﹤0.01%
35
577
$2K ﹤0.01%
+30
578
$2K ﹤0.01%
115
-58
579
$2K ﹤0.01%
22
580
$2K ﹤0.01%
60
-140
581
$2K ﹤0.01%
1,350
582
$2K ﹤0.01%
100
583
$2K ﹤0.01%
+75
584
$2K ﹤0.01%
+400
585
$2K ﹤0.01%
155
+1
586
$2K ﹤0.01%
200
587
$2K ﹤0.01%
17
588
$2K ﹤0.01%
150
-100
589
$2K ﹤0.01%
17
590
$2K ﹤0.01%
13
-5
591
$1K ﹤0.01%
15
592
$1K ﹤0.01%
30
593
$1K ﹤0.01%
15
594
$1K ﹤0.01%
500
595
$1K ﹤0.01%
87
596
$1K ﹤0.01%
260
597
$1K ﹤0.01%
20
598
$1K ﹤0.01%
33
599
$1K ﹤0.01%
31
+30
600
– –
0
22 23
24
25 26