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
576
$2K ﹤0.01%
20
577
$1K ﹤0.01%
40
578
$1K ﹤0.01%
15
579
$1K ﹤0.01%
100
580
$1K ﹤0.01%
100
-5,680
581
$1K ﹤0.01%
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582
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50
583
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584
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+50
585
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67
-50
586
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25
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588
$1K ﹤0.01%
40
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590
$1K ﹤0.01%
65
-94
591
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15
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593
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594
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595
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596
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597
$1K ﹤0.01%
10
598
$1K ﹤0.01%
21
599
– –
0
600
$1K ﹤0.01%
50
-100
22 23
24
25 26